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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| MD | RA | APPROVED | 2012-09-26 |
| OH | RA | APPROVED | 2012-04-02 |
| DC | RA | APPROVED | 2009-06-01 |
Branch Locations
12505 Park Potomac Avenue Suite 200, Potomac, MD 20854 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Washington | DC | 03/2002 | Present |
| Morgan Stanley Smith Barney | Washington | DC | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Invest in securities, real estate, and to conduct any lawful business; Investment related; BALTIMORE, MD; Invest in securities, real estate, and to conduct any lawful business; Managing Partner(proprietor, partner, officer, director, employee, trustee, agent); Jan 2014; During business hours: 0; After business hours: 0; Managing Partner, he Family LLC's purpose is to invest in securities, real estate, and to conduct any lawful business allowed by the State of Maryland per Artilces of Organization. 2. *323974 - University of Maryland Hillel; Investment related -No; College Park; Maryland; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2016; During business hours: 0; After business hours: 10; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-09-21 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-21 |
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