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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-04-26 |
| MD | RA | APPROVED | 2024-02-05 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Tampa | FL | 01/2022 | 01/2024 |
| Syniverse Technologies | Tampa | FL | 08/2021 | 12/2021 |
| Severn Capital, Llc | Severna Park | MD | 05/2020 | 08/2021 |
| Syniverse Technologies | Tampa | FL | 09/2018 | 11/2019 |
| More Than Matter (Self-Employed) | New York | NY | 11/2019 | 05/2020 |
| Boston College - Carroll School Of Management | Chestnut Hill | MA | 09/2014 | 06/2018 |
| Severn Capital, Llc | Severna Park | MD | 06/2017 | 08/2017 |
| Morgan Stanley | Annapolis | MD | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | Present |
-*583123 - Matters More Properties, LLC; Investment related: Yes; St. Petersburg, Florida; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 0; After business hours: 4; Consult on investment decisions *583130 - More Than Matter; Investment related: Yes; Maryland; Art/Culture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 4; Singer/songwriter
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-05-17 |
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