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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2024-07-11 |
| VA | RA | APPROVED | 2023-07-17 |
| TX | RA | APPROVED_RES | 2023-07-12 |
Branch Locations
8010 Towers Crescent Drive 4Th Floor, Vienna, VA 22182 • United States
Vienna, VA • United States
Salt Lake City, UT • 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Washington | DC | 02/2006 | 07/2023 |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | 07/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2023 |
| Rbc Capital Markets, Llc | Vienna | VA | 07/2023 | Present |
| City National Bank | Vienna | VA | 07/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 1992-06-12 |
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