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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-05-22 |
| NY | RA | APPROVED | 2021-04-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethseda | MD | 02/2017 | 12/2018 |
| Distributed Solutions | Reston | VA | 06/2015 | 12/2016 |
| Morgan Stanley Private Bank, National Association | Bathesda | MD | 02/2017 | 12/2018 |
| Wealthspire Capital, Llc | Port Washington | NY | 01/2020 | 07/2020 |
| Unemployed | North Potamac | MD | 01/2019 | 06/2019 |
| Unemployed | Port Washington | NY | 06/2019 | 12/2019 |
| Unemployed | Port Washington | NY | 08/2020 | 02/2021 |
| Jp Morgan Securities, Llc | Mineola | NY | 03/2021 | Present |
| Jp Morgan Chase Bank, N.A. | Mineola | NY | 03/2021 | Present |
| Unemployed | North Potamac | MD | 01/2017 | 01/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-30 |
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