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300 Fifth Avenue 26Th Floor, Pittsburgh, PA 15222-2722 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-01-22 |
Branch Locations
1295 Riverbend Way, Frederick, MD 21701 • United States
16 East Main Street, Thurmont, MD 21788 • United States
8 East Main Street, Emmitsburg, MD 21727 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch Pierce Fenner & Smith Incorporated | Frederick | MD | 09/2013 | 08/2021 |
| Bank Of America, N.A. | Frederick | MD | 10/2013 | 08/2021 |
| Morgan Stanley Smith Barney Llc | Frederick | MD | 08/2021 | 11/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | 11/2023 |
| Pnc Investments | Frederick | MD | 01/2024 | Present |
October 2005 / Owner / Rental Properties / Non-investment related / Hours during trading hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-20 |
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