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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-01-13
MD RA APPROVED 2016-10-26
  • TX RA
    APPROVED_RES
    Since 2021-01-13
  • MD RA
    APPROVED
    Since 2016-10-26

Branch Locations

303 International Circle Suite 500, Hunt Valley, MD 21030 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 09/2005 → 10/2016
    New York Life Insurance Company
    Towson, MD
  • 01/2006 → 10/2016
    Nylife Securities, Inc
    Towson, MD
  • 01/2010 → 10/2016
    Towson, MD
  • 01/2014 → 10/2016
    Camden Planning Group, Llc
    Timonium, MD
  • 10/2016 → Present
    Hunt Valley, MD
  • 12/2016 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2010-01-06
S63 Uniform Securities Agent State Law Examination 2007-09-07
  • S65 Uniform Investment Adviser Law Examination
    2010-01-06
  • S63 Uniform Securities Agent State Law Examination
    2007-09-07

View on SEC IAPD

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