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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-21 |
| VA | RA | APPROVED | 2023-07-21 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mclean | VA | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
| Ubs Financial Services Inc. | Vienna | VA | 11/2015 | 07/2023 |
*597042- Community Foundation for Loudoun and Northern Fauquier Counties; Investment related: No; Leesburg, Virginia; Civic/Community; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0.30; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2006-07-27 |
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