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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-04-30 |
| MD | RA | APPROVED | 2026-04-29 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 01/2020 | 05/2021 |
| First Nbc Bank | Metairie | LA | 04/2013 | 12/2016 |
| Wells Fargo Clearing Services, Llc. | Charleston | SC | 05/2021 | 06/2022 |
| Truist Investment Services, Inc. | Mount Pleasant | SC | 06/2022 | 09/2025 |
| Truist Advisory Services, Inc. | Mount Pleasant | SC | 06/2022 | 09/2025 |
| Morgan Stanley | Rockville | MD | 04/2026 | Present |
| Unemployed Due To Reduction In Force | Rockville | MD | 10/2025 | 03/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Charleston | SC | 03/2017 | 01/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-01-10 |
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