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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-02-21 |
| MD | RA | APPROVED | 2023-01-18 |
| PA | RA | APPROVED | 2023-01-18 |
Branch Locations
30 West Patrick Street Suite 700, Frederick, MD 21701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Frederick | MD | 11/2022 | Present |
| Nvr Mortgage Finance, Inc. | Frederick | MD | 08/2016 | 10/2022 |
| Blue & Gray Bar & Grill | Gettysburg | PA | 06/2015 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2023 | Present |
*613946 - Community Foundation of Frederick County; Investment Related - No; Frederick, Maryland; Civic/Community; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 1; After Business Hours: 1; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-18 |
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