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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| VA | RA | APPROVED | 2018-08-03 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burke | VA | 06/2014 | 10/2016 |
| Bank Of America, N.A. | Burke | VA | 11/2014 | 10/2016 |
| Fidelity Brokerage Services Llc | Alexandria | VA | 01/2017 | 07/2018 |
| Morgan Stanley | Mclean | VA | 07/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-11-10 |
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