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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
LD1940 Fund, LTD / Investment Related / Schererville, IN / Fundraising / Officer / Start December 2016 / During business hours: 0 / After business hours: 5 / Newly organized non-profit created to fundraise honoring the memory of a deceased friend. The LD1940 Fund was established to honor the memory of Luke Thomas DeBold (1980-2010) whose life was cut short by lung cancer. Through fundraising, the LD1940 Fund provides scholarship opportunities to further Luke's legacy as a scholar, as well as providing support for organizations committed to finding a cure for cancer and caring for families who have loved ones suffering from cancer.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-02 |
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