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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-13 |
| MD | RA | APPROVED | 2025-10-03 |
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 |
|---|---|---|---|---|
| Ames Watson | Columbia | MD | 09/2022 | 11/2022 |
| T. Rowe Price | Owings Mills | MD | 08/2021 | 08/2022 |
| Towson University | Towson | MD | 08/2020 | 08/2021 |
| University Of Maryland, College Park | College Park | MD | 01/2018 | 08/2020 |
| T. Rowe Price | Owings Mills | MD | 01/2023 | 07/2025 |
| James Madison University | Harrisonburg | VA | 08/2016 | 12/2016 |
| College Of Charleston | Charleston | SC | 01/2017 | 05/2017 |
| Anne Arundel Community College | Arnold | MD | 06/2017 | 12/2017 |
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-03-23 |
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