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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-12-23 |
| FL | RA | APPROVED | 2024-07-02 |
| DC | RA | APPROVED | 2024-06-27 |
| WV | RA | APPROVED | 2024-06-24 |
| GA | RA | APPROVED | 2024-06-20 |
| TX | RA | APPROVED | 2024-06-18 |
Branch Locations
1717 Pennsylvania Ave Nw Suite 325, Washington, DC 20006 • United States
1717 Pennsylvania Ave Nw Ste 325, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 12/2014 | 06/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 06/2024 |
| Lpl Financial Llc | Fort Mill | SC | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-24 |
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