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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| DC | RA | APPROVED | 2023-09-05 |
| MD | RA | APPROVED | 2023-09-05 |
Branch Locations
1775 I Street Nw Suite 200, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Crofton | MD | 08/2010 | 03/2017 |
| Anne Arundel County Public Schools | Annapolis | MD | 04/2016 | 11/2016 |
| Axa Advisors Llc | New York | NY | 03/2017 | 05/2019 |
| Penn Mutual Life Insurance Co | Horsham | PA | 05/2019 | 08/2020 |
| Hornor Townsend & Kent Inc | Horsham | PA | 07/2019 | 08/2020 |
| E*Trade Securities Llc | Washington | DC | 08/2020 | Present |
| E*Trade Capital Management Llc | Washington | DC | 08/2020 | Present |
| Morgan Stanley | Washington | DC | 01/2023 | Present |
| Morgan Stanley | Washington | DC | 09/2023 | Present |
| Morgan Stanley | Washington | DC | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-02 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-16 |
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