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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
FL RA APPROVED 2024-07-22
TX RA APPROVED_RES 2020-04-02
MD RA APPROVED 2009-06-01
  • FL RA
    APPROVED
    Since 2024-07-22
  • TX RA
    APPROVED_RES
    Since 2020-04-02
  • MD RA
    APPROVED
    Since 2009-06-01

Branch Locations

Stuart, FL • United States

30 West Patrick Street Suite 700, Frederick, MD 21701 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Bethesda MD 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Morgan Stanley Smith Barney
    Bethesda, MD
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2006-02-21 → 2009-06-01
    Bethesda, MD
    New York, NY
    Bethesda, MD
  • 2004-01-14 → 2006-02-21
    Legg Mason Wood Walker, Incorporated
    Bethesda, MD
Other Businesses

1. 4906 David Greene LLC; Investment related Yes; Cambridge MD; LLC; Co-Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2019; During business hours: 0; After business hours: 2.

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2013-05-15
S66 Uniform Combined State Law Examination 1998-04-23
  • S65 Uniform Investment Adviser Law Examination
    2013-05-15
  • S66 Uniform Combined State Law Examination
    1998-04-23
Other Names
  • J. Robert Tinsley

View on SEC IAPD

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