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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-02 |
| VA | RA | APPROVED | 2024-12-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 09/2018 | 11/2024 |
| Elon University | Elon | NC | 08/2014 | 06/2018 |
| Charles Schwab & Co., Inc. | Clearwater | FL | 03/2022 | 10/2023 |
| Charles Schwab Bank, Ssb | Clearwater | FL | 03/2022 | 10/2023 |
| Morgan Stanley | Temple Terrace | FL | 10/2023 | 11/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Vienna | VA | 11/2024 | Present |
| Bank Of America, N.A. | Vienna | VA | 01/2025 | Present |
I*2194296, Entity Type: , Name of OBA: T D R TTEE U/A DTD 04/17/2024 BY MS F D R , Address: Purcellville, Virginia, 20132, Investment Related: N, Position, Title, Association: Trustee, Employee State Date: 11-Feb-2025, No Hours: 2 Monthly, No Hours during Trading: 0 Monthly, Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-24 |
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