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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-09-02 |
| PA | RA | APPROVED | 2022-07-22 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lancaster | PA | 07/2017 | 07/2022 |
| Millersville University | Millersville | PA | 08/2015 | 06/2017 |
| Cjd Group | Lancaster | PA | 06/2017 | 07/2017 |
| Bank Of America, N.A. | Lancaster | PA | 07/2018 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Lancaster | PA | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-09 |
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