Shawn M Isaacson

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
FL	RA	APPROVED	2023-09-08
MD	RA	APPROVED	2022-03-21
TX	RA	APPROVED_RES	2022-03-21

Branch Locations

No disclosure categories reported as “Yes” on this SEC record.

Organization	City	State	From	To
T. Rowe Price Investment Services, Inc.	Baltimore	VA	04/1996	09/2016
Massmutual	Hunt Valley	MD	10/2016	12/2016
Mml Investors Services	Hunt Valley	MD	10/2016	12/2016
Morgan Stanley	Quarry Lake	MD	01/2017	02/2017
Morgan Stanley Private Bank, N.A.	New York	NY	02/2017	02/2017
Bank Of America, N.A.	Eldersburg	MD	02/2017	02/2022
Merrill Lynch, Pierce, Fenner & Smith Incorporated	Eldersburg	MD	02/2017	02/2022
Morgan Stanley	Palm Harbor	FL	03/2022	Present

04/1996 → 09/2016

T. Rowe Price Investment Services, Inc.

Baltimore, VA
10/2016 → 12/2016

Massmutual

Hunt Valley, MD
10/2016 → 12/2016

Mml Investors Services

Hunt Valley, MD
01/2017 → 02/2017

Morgan Stanley

Quarry Lake, MD
02/2017 → 02/2017

Morgan Stanley Private Bank, N.A.

New York, NY
02/2017 → 02/2022

Bank Of America, N.A.

Eldersburg, MD
02/2017 → 02/2022

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eldersburg, MD
03/2022 → Present

Morgan Stanley

Palm Harbor, FL

2017-03-27 → 2022-03-16

Merrill Lynch, Pierce, Fenner & Smith Incorporated

Eldersburg, MD

Columbia, MD

Eldersburg, MD

Baltimore, MD

Lutherville, MD

Eldersburg, MD

Baltimore, MD

Towson, MD

Towson, MD
1999-01-01 → 2008-12-31

T. Rowe Price Advisory Services, Inc.

Owings Mills, MD

Code	Exam	Date
S66	Uniform Combined State Law Examination	2017-03-20
S65	Uniform Investment Adviser Law Examination	1998-05-19
S63	Uniform Securities Agent State Law Examination	1997-02-20