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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-01-30 |
| MD | RA | APPROVED | 2024-01-26 |
| TX | RA | APPROVED | 2024-01-26 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • 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 | 07/2010 | 01/2024 |
| Bank Of America, N.A. | Washington | DC | 06/2011 | 01/2024 |
| Morgan Stanley Smith Barney Llc | Washinigton | DC | 01/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-20 |
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