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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| MD | RA | APPROVED | 2018-08-27 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*449082 - Green Committee Columbia Country Club; Investment related- No; Chevy Chase, Maryland; Recreation; Member of Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 3; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-18 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-06 |
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