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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-01-16 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
100 North Main Street Suite 2500, Winston-Salem, NC 27101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Greensboro | NC | 06/1997 | 01/2026 |
| Bank Of America, N.A. | Greensboro | NC | 11/2009 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Winston-Salem | NC | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
(1) Communities in Schools for Greater Greensboro; Greensboro, NC; Not Investment Related; Board Member; Start 2020; 2 hours devoted monthly; 0 during trading; Assist in mentoring and after-school programs for school children in the Greater Greensboro area. (2) *676991- Womens Professional Forum Foundation - Greensboro; Investment related: No; Greensboro, North Carolina; Civic/Community, Children/Youth, Education, Female Leadership Training ; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2025; During business hours: 1; After business hours: 4; Administrative, Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 1997-07-17 |
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