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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-08-09 |
| TX | RA | APPROVED | 2023-08-09 |
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 | Glen Burnie | MD | 07/2022 | 07/2023 |
| La Salle University | Philadelphia | PA | 08/2018 | 05/2022 |
| Somo | Philadelphia | PA | 01/2022 | 08/2022 |
| Anne Arundel County Public Schools | Annapolis | MD | 05/2022 | 08/2022 |
| Bath And Body Works | Annapolis | MD | 12/2018 | 01/2022 |
| Iron Hill Brewery | Philadelphia | PA | 10/2019 | 10/2020 |
| Northeast High School | Pasadena | MD | 08/2014 | 06/2018 |
| Ymca | Pasadena | MD | 06/2017 | 12/2018 |
| Bank Of America, N.A. | Glen Burnie | MD | 11/2022 | 07/2023 |
| Morgan Stanley | Lutherville | MD | 08/2023 | Present |
*624144- Rental Property; Investment related: Yes; Rosedale, Maryland; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 1; Passive Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-09 |
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