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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-07 |
| MD | RA | APPROVED | 2016-03-24 |
Branch Locations
28601 Marlboro Avenue Suite 201, Easton, MD 21601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Easton | MD | 07/2014 | Present |
| United States Army (Reserves) | Newark | DE | 08/2008 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | Present |
1. I HAVE A FRIEND WHO PAYS RENT FOR AN EXTRA ROOM I HAVE IN THE HOUSE I OWN AND IS NOT INVESTMENT-RELATED. THIS IS AT MY CURRENT HOME ADDRESS AT 814 SPRINGFIELD CIRCLE, SALISBURY, MD 21804. I DO NOT HAVE A TITLE, POSITION, OR NAME FOR THIS BUSINESS. START DATE WAS 2/15/14. I DEVOTE 1-2 HOURS PER MONTH TO THIS. IF A REPAIR IS NEEDED, EITHER MYSELF OR A PROFESSIONAL FIXES IT. 2. United States Army Reserves; Investment related; Mililtary; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2008; During business hours: 0; After business hours: 2; Ensure soldiers are prepared for monthly battle assemblies.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-24 |
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