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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2024-09-03 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| FL | RA | APPROVED | 2018-08-07 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
Selbyville, DE • United States
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
Highland Beach, FL • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lutherville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*499683 : Jemicy School ; Investment related : No ; Owings Mills ; Maryland ; Education ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2022 ; During business hours : 0 ; After business hours : 1 ; Labor/Service *542667 - Wonderview Court LLC Rental property; Investment related Yes; Eldersburg, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 1; After business hours: 0; Property Management. *546791 - TRIPPE REAL ESTATE LLC; Investment related Yes; Easton, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 0; After business hours: 1; Property Management. *550926 - MDK LLC; Investment related - Yes; Westminster, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 1; Property Management *676767 - Rental Property ; Investment related: Yes; Selbyville, Delaware; Real Estate; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Property Management *691162- Winterberry Group Holdings LLC - 6 Gurteen Ct Unit 301 Lutherville Md 21093; Investment related: Yes; Highland Beach, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 1; Passive Investor
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-07-31 |
| S63 | Uniform Securities Agent State Law Examination | 1996-07-16 |
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