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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2023-09-06 |
| PA | RA | APPROVED | 2023-08-25 |
| TX | RA | APPROVED | 2023-08-25 |
Branch Locations
214 Senate Avenue 7Th Floor, Camp Hill, PA 17011 • United States
233 South Wacker Drive Suite 9200 Pwm, Chicago, IL 60606 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Camp Hill | PA | 06/2013 | 08/2023 |
| Bank Of America, N.A. | Camp Hill | PA | 09/2014 | 08/2023 |
| Morgan Stanley Smith Barney Llc | Camp Hill | PA | 08/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-07-07 |
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