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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-23 |
| MD | RA | APPROVED | 2018-04-25 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Washington | DC | 07/2016 | 04/2018 |
| Pnc Investments | Pittsburgh | PA | 07/2016 | 04/2018 |
| Morgan Stanley | Bethesda | MD | 04/2018 | Present |
| Morgan Stanley Private Bank, N.A. | Washington | DC | 04/2018 | Present |
1. *376841 - Haulers LLC; Investment related; Hauling and moving; Co-founder (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 2. 2. *427696 - Rental Property; Investment related - Yes; Washington; District of Columbia; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-07 |
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