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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2022-09-14 |
| MD | RA | APPROVED | 2022-09-02 |
| TX | RA | APPROVED | 2022-09-02 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 04/2014 | 09/2022 |
| Bank Of America, N.A. | Washington | DC | 04/2015 | 09/2022 |
| Morgan Stanley Smith Barney Llc | Rockville | MD | 09/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
1. *531899 - Rental Property; Investment related Yes; Bethany Beach, Delaware; Rental Property, Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours: 4; After business hours: 6; Property Management, Customer Service. 2. *531212 - Margie and Marvin Freedenberg Family LLC; Investment related Yes; Annapolis, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2016 ; During business hours: 1; After business hours: 0; Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-12-20 |
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