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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2018-02-02 |
| CA | RA | APPROVED | 2015-09-22 |
Branch Locations
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Burlingame | CA | 09/2015 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2020 | Present |
A.P.E.X. LLC CO-FOUNDER/CFO, FOUNDED 09/2008, HEADQUARTERS IN FREDERICK, MD. I CURRENTLY DEVOTE APPROXIMATELY 5 HOURS A WEEK TO THE BUSINESS, PRIMARILY ON WEEKENDS. THE COMPANY DESIGNS AND IMPLEMENTS STRENGTH AND CONDITIONING PROGRAMS FOR HIGH SCHOOL AND COLLEGIATE ATHLETES AND ALSO PROVIDES COLLEGE AND PROFESSIONAL ATHLETE COMBINE PREPARATION. THE COMPANY IS NOT INVESTMENT-RELATED. I HANDLE THE COMPANY FINANCES AND GROWTH STRATEGIES, AS WELL AS PAYROLL AND OTHER BILLING SERVICES.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-10 |
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