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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-10 |
| MD | RA | APPROVED | 2023-07-14 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 09/2015 | 07/2023 |
| Bank Of America, N.A. | Towson | MD | 12/2015 | 07/2023 |
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*563028 - Rental Property; Investment related: Yes; Baltimore, Maryland; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2018; During business hours: 0; After business hours: 4; Passive landlord *563029 - Rental Property; Investment related: Yes; Baltimore, Maryland; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 1; Passive Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2014-09-25 |
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