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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-08-14 |
| VA | RA | APPROVED | 2017-08-14 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Alexandria | VA | 04/1998 | 08/2017 |
| #Ia Merrill Lynch, Pierce, Fenner & Smit | Alexandria | VA | 04/1998 | 08/2017 |
| Bank Of America,Na | Vienna | VA | 11/2009 | 08/2017 |
| Morgan Stanley | Mclean | VA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-28 |
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