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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2017-04-10 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 11/2015 | 04/2017 |
| Suntrust Bank | Chevy Chase | MD | 11/2015 | 04/2017 |
| Suntrust Advisory Services | Atlanta | GA | 08/2016 | 04/2017 |
| Morgan Stanley | Park Potomac | MD | 04/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-21 |
| S65 | Uniform Investment Adviser Law Examination | 1998-08-21 |
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