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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2026-07-31 |
Branch Locations
410 Severn Avenue Suite 211, Annapolis, MD 21403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Annapolis | MD | 02/2026 | Present |
| Ymca | Bethesda | MD | 08/2021 | Present |
| Maryland Insurance Administration | Baltimore | MD | 05/2024 | 08/2024 |
| Vector Marketing | Rockville | MD | 05/2022 | 08/2022 |
| University Of Maryland, College Park | College Park | MD | 09/2021 | 05/2025 |
| University Of Maryland, College Park | College Park | MD | 01/2021 | 12/2024 |
| High Point High School | Beltsville | MD | 08/2016 | 06/2020 |
| Montgomery College | Takoma Park | MD | 08/2020 | 12/2020 |
*680404 - YMCA; Investment related: No; Bethesda, Maryland; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 64; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-12 |
| S65 | Uniform Investment Adviser Law Examination | 2025-04-14 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-14 |
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