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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-04-29 |
| TX | RA | APPROVED | 2025-04-29 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 06/2013 | 12/2018 |
| Suntrust Advisory Services | Atlanta | GA | 09/2016 | 12/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | North Bethesda | MD | 12/2018 | 04/2025 |
| Bank Of America, N.A. | North Bethesda | MD | 02/2019 | 04/2025 |
| Morgan Stanley Smith Barney Llc | Potomac | MD | 04/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
*639461- Poolesville Athletic Association; Investment related-No; Poolesville, Maryland; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 2; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-04-14 |
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