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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| VA | RA | APPROVED | 2019-08-12 |
Branch Locations
333 John Carlyle Street Suite 650, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ja Bentley & Co. | Chicago | IL | 08/2014 | 02/2017 |
| Purshe Kaplan Sterling Investments | Albany | NY | 10/2014 | 02/2017 |
| Mcadam, Llc | Tyson Corner | VA | 10/2014 | 02/2017 |
| Ubs Financial Services Inc. | Vienna | VA | 02/2017 | 08/2019 |
| Morgan Stanley Smith Barney Llc | Alexandria | VA | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | Present |
*667395 - Waycroft Farm, LLC; Investment related: Yes; The Plains, Virginia; Real Estate:Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; Administrative:Accounting/Bookkeeping:Check Signing/Funds Disbursements:Labor/Service:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-24 |
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