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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-04 |
| VA | RA | APPROVED | 2026-08-04 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Charlottesville, VA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 08/2026 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2026 |
| Rbc Capital Markets, Llc | Vienna | VA | 08/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 08/2026 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-12-18 |
| S63 | Uniform Securities Agent State Law Examination | 1991-06-19 |
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