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7272 Wisconsin Ave 10-105, Bethesda, MD 20814 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-24 |
| DC | RA | APPROVED | 2024-07-17 |
| NY | RA | APPROVED | 2024-05-23 |
| VA | RA | APPROVED | 2024-05-23 |
| MD | RA | APPROVED | 2024-02-02 |
Branch Locations
7272 Wisconsin Ave 10-105, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 02/2017 | 01/2024 |
| Independent Consulting And Writing | Bethesda | MD | 03/2016 | 02/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 02/2024 |
| Promethium Advisors, Llc | Bethesda | MD | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2017 | Present |
1. PURPOSE ADVISORS, LLC; INVESTMENT RELATED; GREENWICH, CT; STRATEGIC ORGANIZATIONAL; EXECUTIVE COACHING; 01/2009; 1 HOUR OUTSIDE BUSINESS HOURS, 0 HOURS DURING SECURITIES TRADING; EXECUTIVE COACHING. 2. SOCIETY OF THE SACRED HEART; NOT INVESTMENT RELATED; ST. LOUIS, MO; EDUCATION; FINANCE COMMITTEE MEMBER; 01/19; 1 HOUR OUTSIDE BUSINESS HOURS, 0 HOURS DURING SECURITIES TRADING; COMMITTEE MEMBER. 3. AUTHOR; INVESTMENT RELATED; BETHESDA, MD; AUTHOR OF BOOKS RELATING TO INVESTMENTS; AUTHOR; 2016; 1 HOUR OUTSIDE BUSINESS HOURS, 0 HOURS DURING SECURITIES TRADING; AUTHOR
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S65 | Uniform Investment Adviser Law Examination | 2009-12-03 |
| S63 | Uniform Securities Agent State Law Examination | 1984-01-04 |
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