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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2022-03-25 |
Branch Locations
One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsburgh | PA | 05/2013 | 03/2022 |
| Bank Of America, N.A. | Pittsburgh | PA | 07/2013 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Pittsburgh | PA | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-20 |
| S63 | Uniform Securities Agent State Law Examination | 2003-05-01 |
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