Best Investors Account Sign in
Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2022-07-07
DC RA APPROVED 2022-06-21
  • TX RA
    APPROVED
    Since 2022-07-07
  • DC RA
    APPROVED
    Since 2022-06-21

Branch Locations

1775 I Street, North West Suite 200, Washington, DC 20006 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Smith Barney Llc Washington DC 09/2021 Present
Unemployed Washington DC 05/2021 09/2021
University Of Michigan Ann Arbor MI 09/2018 05/2021
Lifetime Fitness, Inc. Syosset NY 05/2018 09/2018
University Of Michigan Ann Arbor MI 09/2017 05/2018
Lifetime Fitness, Inc. Syosset NY 06/2017 09/2017
Portledge School Locust Valley NY 09/2013 06/2017
Morgan Stanley Private Bank, N.A New York NY 02/2023 Present
  • 09/2021 → Present
    Morgan Stanley Smith Barney Llc
    Washington, DC
  • 05/2021 → 09/2021
    Unemployed
    Washington, DC
  • 09/2018 → 05/2021
    University Of Michigan
    Ann Arbor, MI
  • 05/2018 → 09/2018
    Lifetime Fitness, Inc.
    Syosset, NY
  • 09/2017 → 05/2018
    University Of Michigan
    Ann Arbor, MI
  • 06/2017 → 09/2017
    Lifetime Fitness, Inc.
    Syosset, NY
  • 09/2013 → 06/2017
    Portledge School
    Locust Valley, NY
  • 02/2023 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Other Businesses

* 495316 - The Beta Theta Pi Club of Michigan; Investment related No; Ann Arbor, Michigan; Fraternal Society, Social & Recreational; Board Member:Vice President (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 0; After business hours: 7; Administrative:Accounting/Bookkeeping

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2022-06-13
  • S66 Uniform Combined State Law Examination
    2022-06-13

View on SEC IAPD

Other Firms

Other Investors

Other Offices

More in Washington, DC

Reviews

Want to share your experience?

Sign in to leave a review
Loading reviews...

Reach out to this advisor