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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-11-28 |
| TX | RA | APPROVED | 2022-11-08 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Scottrade | Bethesda | MD | 01/2016 | 03/2017 |
| E*Trade Securities Llc | Washington | DC | 03/2017 | 02/2020 |
| E*Trade Capital Management Llc | Washington | DC | 03/2017 | 02/2020 |
| E*Trade Securities Llc | Washington | DC | 02/2020 | Present |
| E*Trade Capital Management Llc | Washington | DC | 02/2020 | Present |
| Morgan Stanley | Washington | DC | 11/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
OBA #1 1. Name: BDC Capital 2. Investment-related: No 3. Address: 4154 Russell Blvd A, Saint Louis, Missouri 63110 4. Nature: Real Estate 5. Position: Officer 6. Start Date: 10/31/2018 7. Approx. number of hrs per month devoted to the other business: 10 8. Approx. number of hrs devoted during securities trading hrs: 0 9. Duties: Help members of LLC research potential properties to purchase and then lease to tenants. After the property is purchase I would be participating in the overall operations of the property, however, not related to the day-to-day property management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2014-11-07 |
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