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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2022-02-11 |
| MD | RA | APPROVED | 2022-02-10 |
| TX | RA | APPROVED | 2022-01-05 |
| DC | RA | APPROVED | 2021-12-21 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington Dc | DC | 08/2021 | Present |
| Oracle | Chicago | IL | 09/2018 | 08/2021 |
| Symbiont Group | Chicago | IL | 09/2017 | 09/2018 |
| United States Congress House Of Representatives | Washington D.C. | DC | 05/2017 | 08/2017 |
| University Of Dallas | Irving | TX | 01/2014 | 05/2017 |
I currently have just over $2,000 sitting in a Northwestern Mutual account. I hardly spend any time looking (less than an hour a month) at it but am working on bringing it in house to Morgan Stanley.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-11-23 |
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