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1307 Point Street, Baltimore, MD 21231 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-07-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2016 | 11/2016 |
| Morgan Stanley | New York | NY | 06/2017 | 01/2018 |
| Zoe Financial | New York | NY | 02/2018 | 08/2018 |
| Rockland Community College | Suffern | NY | 09/2014 | 05/2016 |
| Mercy College | Dobbs Ferry | NY | 09/2016 | 09/2018 |
| Morgan Stanley | Purchase | NY | 06/2018 | 03/2024 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | 02/2022 |
| T. Rowe Price | Baltimore | MD | 07/2024 | Present |
| Unemployed | New York | NY | 04/2024 | 06/2024 |
LewisBrothers 0412 LLC; Non-Investment Related; 04/01/2023; Owner of single family rental properties; 100% ownership; 9 hours per month; 0 during trading.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-17 |
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