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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2022-07-30 |
| MD | RA | APPROVED | 2022-07-29 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
410 Severn Avenue Suite 211, Annapolis, MD 21403 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Annapolis | MD | 11/2013 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Annapolis | MD | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
1) Bluestone Capital partners / Bill Strang / Equity specializing in government contracting businesses 2) *519245 - Brian Westbrook Foundation; Investment related No; upper Marlboro, Maryland; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 1; Business Development/Growth, Fundraising 3) *525466 - Trust; Investment related: Yes; edgewater, Maryland; Trust; Trustee/Co-Trustee; 10/2020; During business hours: 01; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1990-11-05 |
| S63 | Uniform Securities Agent State Law Examination | 1990-10-26 |
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