Blake Peter Epstein

Current Employers

Employment History

• 06/2009 → 02/2019
  Morgan Stanley Smith Barney
  Philadelphia, PA
• 01/2015 → 02/2019
  Morgan Stanley Private Bank, National Association
  New York, NY
• 02/2019 → Present
  Rbc Capital Markets, Llc.
  Philadelphia, PA
• 09/2019 → Present
  City National Bank
  Philadelphia, PA

Previous Registrations

• 2009-06-01 → 2019-02-19
  Morgan Stanley
  Philadelphia, PA
  Fort Washington,, PA
• 2008-09-08 → 2009-06-01
  Citigroup Global Markets Inc.
  Philadelphia, PA
• 2007-04-02 → 2008-09-09
  Morgan Stanley & Co. Llc
  Philadelphia, PA
• 2006-09-08 → 2007-04-02
  Morgan Stanley Dw Inc.
  Philadelphia, PA
  Philadelphia, PA

Other Businesses

(1) BRBP HOLDINGS, LLC; ADDRESS: 1429 WALNUT STREET SUITE 1202 PHILADELPHIA, PA 19102; NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL PROPERTY; CAPACITY: OWNER/PASSIVE; START DATE: 12/03/2012; DUTIES: MINIMAL, I HAVE A PROPERTY MANAGER; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (2) 2030 GARNET, LLC; ADDRESS: 1429 WALNUT STREET SUITE 1202 PHILADELPHIA, PA 19102 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL PROPERTY; CAPACITY: OWNER/PASSIVE; START DATE: 12/01/2016; DUTIES: MINIMAL INVOLVEMENT, I USE A PROPERTY MANAGER; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (3) 1531 NAPA, LLC; ADDRESS: 1429 WALNUT STREET SUITE 1202 PHILADELPHIA, PA 19102 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL PROPERTY; CAPACITY: OWNER/PASSIVE; START DATE: 03/01/2018; DUTIES: MINIMAL INVOLVEMENT, I USE A PROPERTY MANAGER; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (4) 2029 WATTS, LLC; ADDRESS: 1429 WALNUT STREET SUITE 1202 PHILADELPHIA, PA 19102 NOT INVESTMENT RELATED; BUSINESS DESCRIPTION: RENTAL PROPERTY; CAPACITY: OWNER/PASSIVE; START DATE: 06/04/2018; DUTIES: MINIMAL INVOLVEMENT, I USE A PROPERTY MANAGER; HOURS DEVOTED PER MONTH: 01; HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 01; (5) NAME OF ENTITY: 113 Harvard, LLC ADDRESS: 113 N. Harvard Ave, Ventnor, NJ 08406 INVESTMENT/NOT INVESTMENT RELATED: N BUSINESS DESCRIPTION: Duplex that will have units rented CAPACITY: Owner - Passive START DATE: 6/14/2021 DUTIES: Writing checks, I have a property manager dealing with all aspects of upkeep and collecting rents. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0

Exams

• S65 Uniform Investment Adviser Law Examination
  2001-09-19
• S63 Uniform Securities Agent State Law Examination
  1998-10-01