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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2023-10-06 |
| TX | RA | APPROVED | 2023-10-06 |
Branch Locations
2330 West Joppa Road Suite 255, Lutherville, MD 21093 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Towson | MD | 03/2017 | 10/2023 |
| Unemployed | Baltimore | MD | 01/2017 | 03/2017 |
| Harrison Communications | Baltimore | MD | 03/2014 | 12/2016 |
| Bank Of America, N.A. | Towson | MD | 05/2017 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Lutherville | MD | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
*663675 - Rental Property; Investment related: Yes; Rehoboth Beach, Delaware; Rental Property; The property is solely in my wife's name. It is my wife's inherited property that has become a rental property being used as an investment. We do not and will not rent to clients. There are no LLCs realted to the property. (proprietor, partner, officer, director, employee, trustee, agent); 04/2025; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-13 |
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