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1055 Lpl Way, Fort Mill, SC 29715 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-09-21 |
| TX | RA | APPROVED | 2023-09-21 |
Branch Locations
2040 Linglestown Rd, Suite 300, Harrisburg, PA 17110 • United States
York, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | York | PA | 11/2011 | 09/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2023 |
| Lpl Financial Llc | Harrisburg | PA | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-09-05 |
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