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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-10-31 |
| MD | RA | APPROVED | 2019-06-04 |
Branch Locations
2661 Riva Rd Ste 1020, Annapolis, MD 21401 • United States
Gibson Island, MD • 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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Baltimore | MD | 11/2008 | 05/2019 |
| Morgan Stanley Smith Barney | Baltimore | MD | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Wells Fargo Clearing Services Llc | Baltimore | MD | 05/2019 | Present |
CO-TRUSTEE OF MOTHER'S TRUST, INV RELATED, GIBSON ISLAND, MD, START: 7/12/2019, 0 HRS/MONTH, 0 HRS DURING TRADING. AACO BOARD OF ELECTIONS; NOT INV RELATED;GLEN BURNIE,MD; CIVIC DUTY - VOTER; ELECTION JUDGE; START DATE: 06/23/2026; 12 HRS PER MONTH; 12 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 1992-10-16 |
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