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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-07-01 |
| MD | RA | APPROVED | 2022-06-24 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 08/2021 | Present |
| Millers Construction | Bozman | MD | 04/2020 | 07/2021 |
| The Galley | Saint Michaels | MD | 11/2019 | 03/2020 |
| Door Dash | Easton | MD | 03/2020 | 06/2021 |
| Hambleton's Lawncare | Bozman | MD | 09/2018 | 11/2019 |
| Nanny | Bozman | MD | 05/2018 | 09/2018 |
| Miles River Yacht Club | Bozman | MD | 05/2016 | 12/2017 |
| Kerrigans | Bozman | MD | 03/2020 | 08/2021 |
| West Virginia University | Morgantown | WV | 08/2016 | 12/2017 |
| Chesapeake College | Wye Mills | MD | 01/2018 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-24 |
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