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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-27 |
| TX | RA | APPROVED | 2024-09-27 |
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 |
|---|---|---|---|---|
| Bb&T Bank | Easton | MD | 03/2012 | 01/2019 |
| Bbtis | Charlotte | NC | 03/2012 | 12/2019 |
| Bb&T Securities, Llc | Richmond | VA | 01/2018 | 12/2019 |
| Bb&T | Easton | MD | 01/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Easton | MD | 12/2019 | 09/2024 |
| Bank Of America, N.A. | Easton | MD | 02/2020 | 09/2024 |
| Morgan Stanley Smith Barney Llc | Easton | MD | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
*613787- Centreville Rotary; Investment related: No; Centreville, Maryland; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 15; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-11 |
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