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One Federal Street 19Th Floor, Boston, MA 02110 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2017-10-20 |
Branch Locations
1800 Diagonal Road Suite 440, Alexandria, VA 22314 • United States
2 disclosure categories 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. | Alexandria | VA | 05/2000 | Present |
| Morgan Stanley Smith Barney | Alexandria | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2017 |
| Moors & Cabot Inc | Alexandria | VA | 10/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-12-22 |
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