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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2025-09-18 |
| TX | RA | APPROVED | 2025-09-18 |
Branch Locations
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
225 Schilling Circle Suite 100 [Satellite], Hunt Valley, MD 21030 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Hunt Valley | MD | 06/2009 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | Hunt Valley | MD | 09/2025 | Present |
GREATER SUMMER HILL ASSOCIATION ; INV RELATED; PHOENIX, MD; COLLECT DUES; TREASURER; START DATE: 07/01/2024; 2 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-03-17 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-19 |
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