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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-18 |
| VA | RA | APPROVED | 2021-06-18 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Haymarket, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mclean | VA | 06/2009 | 06/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 06/2021 |
| Rbc Capital Markets, Llc | Mclean | VA | 06/2021 | Present |
| City National Bank | Mclean | VA | 08/2021 | Present |
(1) NAME OF ENTITY: RRPSLA LLC ADDRESS: 2114 Greenview Cove Drive Wellington, FL 33414 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Partnership to own investment CAPACITY: Partner START DATE: 06/21/2023 DUTIES: Monitor our investment. HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (2) NAME OF ENTITY: Linton Hall School ADDRESS: 9535 Linton Hall Road, Bristow, VA 20136 INVESTMENT/NOT INVESTMENT RELATED: Yes BUSINESS DESCRIPTION: Educational Institution START DATE: Mar 01, 2026 CAPACITY: Board of Directors DUTIES: Govern LHS and oversee leadership, administration, policymaking, finances, development, facilities management, strategic planning, and board operations. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-07-28 |
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