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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2019-02-28 |
| MD | RA | APPROVED | 2019-02-19 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Frederick | MD | 11/2017 | 05/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Frederick | MD | 02/2019 | Present |
| Magpie Fibers | Frederick | MD | 06/2018 | 02/2019 |
| Silverhaze Partners | Leesburg | VA | 05/2000 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-01-25 |
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