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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| MD | RA | APPROVED | 2018-05-07 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
Frederick, MD • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Optionsxpress, Inc | Chicago | IL | 07/2014 | 10/2017 |
| Charles Schwab & Co., Inc. | Chicago | IL | 01/2017 | 12/2017 |
| Morgan Stanley Wealth Management | Potomac | MD | 02/2018 | Present |
*[REDACTED] - Account; Investment related: No; Frederick, MD; Agent/POA; Aug 2019; During business hours: 0; After business hours: less than 1 hour;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-07 |
| S65 | Uniform Investment Adviser Law Examination | 1996-10-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-11-11 |
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