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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-10-30 |
| TX | RA | APPROVED | 2024-10-30 |
Branch Locations
2800 Quarry Lake Drive Suite 260, Baltimore, MD 21202-3751 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lutherville | MD | 09/2023 | 10/2024 |
| Pico Rivera Gardens - Goldin Enterprises | Pico Rivera | CA | 05/2019 | 04/2023 |
| Bms Healthcare- El Rancho Vista Healthcare Center | Pico Rivera | CA | 08/2020 | 08/2021 |
| Long Beach Post Acute | Long Beach | CA | 05/2017 | 05/2019 |
| Unemployed | Baltimore | MD | 05/2023 | 09/2023 |
| Unemployed | Los Angeles | CA | 07/2016 | 05/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | 10/2024 |
| Rbc Capital Markets, Llc | Baltimore | MD | 10/2024 | Present |
(1) *572288 - Rental Property; Investment related-Yes; Baltimore, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2020; During business hours: 0; After business hours: 0; Property Management (2) NAME OF ENTITY: Baltimore Zionist District ADDRESS: 104 Church Lane, Pikesville, MD 21208 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE:10.01.24 CAPACITY: Board of Directors DUTIES: Assist in planning events and spreading awareness/education about the organization HOURS DEVOTED PER MONTH: 1 HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 (3) NAME OF ENTITY: The Restoration Foundation ADDRESS: 657 Woodland Cir, Annapolis, Maryland 21409 INVESTMENT/NOT INVESTMENT RELATED: Yes BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Dec 07, 2026 CAPACITY: Treasurer DUTIES: Act in the best interest of the organization, review expenses, and serve as an additional signer on expenses above certain thresholds. HOURS DEVOTED PER MONTH: 0 - 4 Hours HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 0 - 4 Hours (4) NAME OF ENTITY: Friends of Israel Defense Forces ADDRESS: 8 Reservoir Circle Suite 101 Pikesville Maryland 21208 INVESTMENT/NOT INVESTMENT RELATED: No BUSINESS DESCRIPTION: Foundation/Charitable Institution START DATE: Jun 15, 2026 CAPACITY: Board of Directors DUTIES: Building a young leadership board for 21-40 year old individuals in the community. HOURS DEVOTED PER MONTH: 2-3 hours per month at most HOURS DEVOTED DURING SECURITIES HOURS PER MONTH: 2-3 hours per month at most
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-03-18 |
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