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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-06-06 |
| MD | RA | APPROVED | 2022-04-26 |
Branch Locations
7500 Old Georgetown Road 10Th Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Zeta Psi Educational Foundation | Pearl River | NY | 05/2018 | 05/2020 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 06/2017 | 05/2018 |
| University Of Maryland | College Park | MD | 08/2013 | 05/2018 |
| Unemployed | South Hackensack | NJ | 05/2020 | 09/2020 |
| Nda Wealth Foundations | Hazlet | NJ | 09/2020 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Bethesda | MD | 09/2021 | Present |
| Unemployed | Washington | DC | 12/2020 | 09/2021 |
1. *458336- Zeta Psi Education Foundation; Investment related No; Pearl River, New York; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2020; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-26 |
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