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7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-02-27 |
Branch Locations
7101 Wisconsin Avenue Suite 1202, Bethesda, MD 20814 • United States
7101 Wisconsin Avenue, Suite 1202, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Mechanicsville | VA | 03/2014 | Present |
(1) 638971 - Atlee High School PTA; Not Investment Related; Mechanicsville; VA; Education; Board Member; Start 01-July-2025; During business hours: 0; After business hours: 5; Check Signing/Funds Disbursements, Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-05 |
| S63 | Uniform Securities Agent State Law Examination | 1997-06-11 |
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