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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-08-06 |
| VA | RA | APPROVED | 2019-05-10 |
Branch Locations
333 John Carlyle Street Suite 650, Alexandria, VA 22314 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ameriprise Financial Services, Inc | Fairfax | VA | 06/2018 | 02/2019 |
| Vector Marketing | Roanoke | VA | 12/2016 | 02/2017 |
| Virginia Tech | Blacksburg | VA | 06/2015 | 05/2018 |
| Morgan Stanley | Alexandria | VA | 05/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
1. Burning Tree Golf Club; Not Investment related; Bethesda, MD; Caddying; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Jun 2015; During business hours: 0; After business hours: 6; Caddy for members of Burning Tree Club
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-02 |
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