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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-07-26 |
| NV | RA | APPROVED | 2022-10-21 |
| FL | RA | APPROVED | 2022-09-06 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2014 | 09/2022 |
| Bank Of America, N.A. | Washington | DC | 05/2014 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Palm Beach | FL | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
*520662- Medstar Georgetown University Hospital; Investment related-No; Washington, District of Columbia; Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 2; Fundraising, Business Development/Growth *520687- Trust; Investment related-Yes; boca raton, Florida; 03/2008; During business hours: 2; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-15 |
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