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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| DC | RA | APPROVED | 2017-01-30 |
Branch Locations
11951 Freedom Drive Suite 1200, Reston, VA 20190 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Purshe Kaplan Sterling Investments | Albany | NY | 06/2016 | 12/2016 |
| Mcadam Llc | Tysons Corners | VA | 06/2016 | 12/2016 |
| Morgan Stanley | Reston | VA | 01/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2017 | Present |
*583922- Tennis Instructor; Investment related: No; Virginia; Recreation; Tennis Instructor (proprietor, partner, officer, director, employee, trustee, agent); 02/2024; During business hours: 0; After business hours: 4; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-02 |
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