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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| MD | RA | APPROVED | 2017-04-05 |
Branch Locations
303 International Circle Suite 500, Hunt Valley, MD 21030 • 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 |
|---|---|---|---|---|
| Suntrust Investment Services, Inc. | Atlanta | GA | 12/2014 | 03/2017 |
| Suntrust Advisory Servics | Atlanta | GA | 09/2016 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Hunt Valley | MD | 03/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2017 | Present |
*320033 - Rental property; Investment related: Yes; Baltimore, Maryland; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2009; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-11-25 |
| S63 | Uniform Securities Agent State Law Examination | 1983-05-23 |
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