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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2019-10-31 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2019 |
| Morgan Stanley Smith Barney Llc | Newport News | VA | 01/2015 | 10/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Williamsburg | VA | 10/2019 | Present |
| Bank Of America, N.A. | Williamsburg | VA | 12/2019 | Present |
I* 1673283For profit or not for profit: Name of outside business organization: BENEFICIARIES ON FILEInvestment related: noAddress of business: Williamsburg, VA, 23185Nature of business: Position, title, association: Power of AttorneyStart date of relationship: 01/10/2024Number of hours devoted: 48 monthly Number of hours devoted during trading hours: 4Duties: I*3484267, Entity Type: , Name of OBA: K H RLT, Address: Williamsburg, Virginia, 23185, Investment Related: N, Position, Title, Association: Co-Trustee, Employee Start Date: 01/08/2026, No Hours: 1 Monthly, No Hours during Trading: 1 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2001-08-15 |
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