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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-09-23 |
| MD | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2014 | 09/2022 |
| Bank Of America, N.A. | Washington | DC | 06/2015 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Rockville | MD | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-04 |
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