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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-01-13 |
| MD | RA | APPROVED | 2016-10-26 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| New York Life Insurance Company | Towson | MD | 09/2005 | 10/2016 |
| Nylife Securities, Inc | Towson | MD | 01/2006 | 10/2016 |
| Eagle Strategies Llc | Towson | MD | 01/2010 | 10/2016 |
| Camden Planning Group, Llc | Timonium | MD | 01/2014 | 10/2016 |
| Morgan Stanley | Hunt Valley | MD | 10/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-07 |
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