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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 | 2009-06-01 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Hunt Valley | MD | 02/2006 | Present |
| Morgan Stanley Smith Barney | Towson | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*488196- Trust; Investment related -Yes; LUTHERVILLE, Maryland; Trust; Trustee/Co-Trustee; 01/2012; During business hours: 0; After business hours: 0; *488198- Trust; Investment related -Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 12/1099; During business hours: 0.001; After business hours: 0; *488200- Trust; Investment related -Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 08/2001; During business hours: 0.001; After business hours: 0; *488207- Trust; Investment related -Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 12/2003; During business hours: 0.001; After business hours: 0; *488199- Trust; Investment related Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 10/2000; During business hours: 0.001; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *488202- Trust; Investment related Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 03/2001; During business hours: 0.001; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *488208- Trust; Investment related Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 11/2005; During business hours: 0.001; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice *488204- Trust; Investment related Yes; TIMONIUM, Maryland; Trust; Trustee/Co-Trustee; 12/2003; During business hours: 0.001; After business hours: 0; Check Signing/Funds Disbursements, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-11-12 |
| S63 | Uniform Securities Agent State Law Examination | 1996-03-29 |
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