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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-03-21 |
| MD | RA | APPROVED | 2025-02-28 |
| TX | RA | APPROVED | 2025-02-28 |
Branch Locations
1747 Pennsylvania Ave Nw Suite 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | Washington | DC | 07/2013 | 10/2016 |
| J.P. Morgan Chase Bank, N.A. | Washington | DC | 07/2013 | 10/2016 |
| City National Securities / Cnb | Washington | DC | 11/2016 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-28 |
| S65 | Uniform Investment Adviser Law Examination | 1995-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1995-01-26 |
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