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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-19 |
| VA | RA | APPROVED | 2021-11-19 |
Branch Locations
11951 Freedom Dr, Reston, VA 20190 • United States
Lovettesville, VA • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Reston | VA | 06/2009 | 11/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Reston | VA | 11/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 11/2021 |
| Bank Of America, N.A. | Reston | VA | 01/2022 | Present |
I*2028274, Entity Type: For Profit Name of OBA: GJ Farms LP Address: Lovettesville, VA 20180 Investment Related: No Position, Title, Association: General Partner/Managing Member Employee Start Date: 11/15/2024 No Hours: 2 No Hours during trading: 0 Duties: This is a small family farm. I*3034288Entity Type: Fiduciary roleName of OBA: MLPF& S CUST FPO P. M A. IRRA FBO P. M A.Address: Lovesttesville, Virginia, 20180Investment Related: NoPosition, Title, Association: Power of AttorneyEmployee Start Date: 10/20/2025Number of Hours: 2, YearlyNumber of Hours during trading: 0Duties: Power of Attorney Parents I*3034286, Entity Type: , Name of OBA: M A TTEE P M A TTEE U/A DTD 04/14/2005 , Address: Lovettesville, Virginia, 20180, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/20/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3034287, Entity Type: , Name of OBA: MLPF& S CUST FPO M A IRRA FBO M A, Address: Lovettesville, Virginia, 20180, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/20/2025, No Hours: 2 Yearly, No Hours during Trading: 0 Yearly, Duties: I*3035265, Entity Type: , Name of OBA: MLPF& S CUST FPO M A IRRA FBO M A, Address: Lovettesville, Virginia, 20180, Investment Related: N, Position, Title, Association: Power of Attorney, Employee State Date: 10/20/2025, No Hours: 2 Yearly, No Hours during Trading: 2 Yearly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-01-28 |
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