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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2020-10-08 |
Branch Locations
225 Schilling Circle Suite 250, Hunt Valley, MD 21031-1125 • United States
Lutherville, MD • 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 |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Baltimore | MD | 04/2007 | 10/2020 |
| Morgan Stanley Smith Barney | Baltimore | MD | 06/2009 | 10/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2020 |
| Rbc Capital Markets, Llc | Hunt Valley | MD | 10/2020 | Present |
| City National Bank | Hunt Valley | MD | 11/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-17 |
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