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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-26 |
| MD | RA | APPROVED | 2016-09-19 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rockville | MD | 07/2016 | Present |
| Boys' Latin School Of Maryland | Baltimore | MD | 08/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2016 | Present |
1.Rental Property; Baltimore, MD; Investment related; Rental; Sole Proprietor / Owner / Partner; Townhouse; 01/2015; 0,1 3. Independent Contractor; Investment related Yes; Golf professional; Play and be an advocate for the game of golf(proprietor, partner, officer, director, employee, trustee, agent); Jan/2007; During business hours: 0; After business hours: 0; Only if play in tournaments and win money, which could range from maybe $100 to $2000. * 401601 - Estate; Investment related Yes; Danville, PA; May 2020; During business hours: 10; After business hours: 20. *401602 - Trust; Investment related No; Danville, PA; Dec 2020; During business hours: 5; After business hours: 10.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-16 |
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