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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2026-01-08 |
| TX | RA | APPROVED | 2026-01-06 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • 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 |
|---|---|---|---|---|
| Kestra Investment Services, Llc | Timonium | MD | 01/2022 | 07/2023 |
| Chewy | York | PA | 12/2021 | 01/2022 |
| First National Bank | Baltimore | MD | 06/2021 | 08/2021 |
| Starbucks | Pikesville | MD | 05/2016 | 03/2021 |
| Dickinson College | Carlisle | PA | 08/2018 | 05/2022 |
| St. Paul's School For Boys | Timonium | MD | 01/2013 | 05/2018 |
| Kestra Advisory Services, Llc | Timonium | MD | 06/2023 | 07/2023 |
| Harborside Sales Group, Llc | Baltimore | MD | 07/2023 | 09/2025 |
| Foreside Fund Services, Llc | Baltimore | MD | 08/2023 | 09/2025 |
| Morgan Stanley | Washington | DC | 09/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S66 | Uniform Combined State Law Examination | 2023-06-26 |
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