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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-19 |
| MD | RA | APPROVED | 2026-03-18 |
Branch Locations
1906 Towne Centre Blvd Suite 375, Bldg #4, Annapolis, MD 21401-3686 • United States
Annapolis, MD • 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 |
|---|---|---|---|---|
| City National Bank | Annapolis | MD | 05/2026 | Present |
| Morgan Stanley Smith Barney Llc | Annapolis | MD | 05/2016 | 03/2026 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 03/2026 |
| Rbc Capital Markets, Llc | Annapolis | MD | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2016 | 03/2026 |
1. Gone Phishin', LLC; Investment related Yes; Real Estate holdings; President - sole member (proprietor, partner, officer, director, employee, trustee, agent); Aug 2018; During business hours: 0; After business hours: 3; hold real estate/rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-05-14 |
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