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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2025-06-09 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Lancaster | PA | 11/2020 | 06/2025 |
| St. Cornelius Church | Chadds Ford | PA | 10/2018 | 08/2020 |
| Unemployed | Riverview | FL | 07/2008 | 07/2018 |
| City National Bank | Lancaster | PA | 06/2022 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Lancaster | PA | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*649066- Penn Square Opera; Investment related: No; Lancaster, Pennsylvania; Art/Culture; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 5; Business Development/Growth:Administrative:Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-12-02 |
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