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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-10 |
| MD | RA | APPROVED | 2017-02-01 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 03/2014 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2017 |
| Wells Fargo Advisors Financial Network, Llc | Bethesda | MD | 02/2017 | Present |
ST. JOHNS COLLEGE HIGH SCHOOL, NOT INVT RELATED ,ROCKVILLE, MD, HEAD COACH BOYS ICE HOCKEY, START DATE 11/8/24, 20 HRS PER MONTH, 1 HRS DURING TRADING, BOYS ICE HOCKEY COACH.;| CO-TRUSTEE FOR STEPMOTHER'S TRUST, INV RELATED, PINEHURST, NC, START: 9/23/2024, 2 HOURS A MONTH, 1 HOUR DURING TRADING.|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-20 |
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