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425 Market Street 17Th Floor, San Francisco, CA 94105 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-05 |
| MD | RA | APPROVED | 2019-08-06 |
Branch Locations
108 Ellington Blvd, Gaithersburg, MD 20878-4552 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 07/2019 |
| Morgan Stanley | Washington | DC | 10/2014 | 07/2019 |
| Charles Schwab & Co., Inc. | Gaithersburg | MD | 07/2019 | Present |
| Charles Schwab Bank | Gaithersburg | MD | 07/2019 | Present |
1) Jerusalem Mount Pleasant United Methodist Church | Investment Related:No|21 Wood Lane|Rockville|MD|20850|USA|Nonprofit Charitable Organizations|Treasurer|1/1/2000|Less than 20|0|I am a treasurer for our local unit of United Methodist Women. It is a non-paid volunteer job and I manage their checking account at Bank of America. There are 2 authorized signers, the President and the Treasurer which is me.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-07-10 |
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