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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-03-28 |
| MD | RA | APPROVED | 2023-03-02 |
| TX | RA | APPROVED | 2023-01-27 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| College Of Charleston | Charleston | SC | 06/2013 | 06/2018 |
| Keys Group, Llc | Washington | DC | 09/2018 | 05/2019 |
| Obie's By The Sea | Rehoboth Beach | DE | 05/2017 | 08/2017 |
| Unemployed | Rockville | MD | 06/2019 | 09/2020 |
| Equitable Advisors | New York | NY | 09/2020 | 12/2022 |
| Morgan Stanley | Bethesda | MD | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-09-13 |
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