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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2022-05-27 |
| TX | RA | APPROVED_RES | 2014-05-13 |
| DC | RA | APPROVED | 2012-08-21 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
Chevy Chase, MD • 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 Smith Barney | Washington | DC | 07/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.PRESIDENT OF THE BALTIMORE PHI KAPPA PSI ALUMNI ASSOCIATION; 3.THE GREAT TALK,BOARD MEMBER;NOT INVESTMENT RELATED;START DATE:10/2016;DURING BUUSINESS HOURS-0,AFTER BUSINESS HOURS-1; CHEVY CHASE MD 4.Town of Somerset; Investment related - No; Government / Municipality / Political; Chair of town pool committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2015; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-30 |
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