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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-07-25 |
| VA | RA | APPROVED | 2024-07-02 |
| DC | RA | APPROVED | 2024-06-04 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wilmington Trust | Baltimore | MD | 02/2014 | 05/2024 |
| Morgan Stanley Smith Barney Llc | Washington | DC | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
*596810 - George Mason University Honors College Advisory Board; Investment Related - No; Fairfax, Virginia; Public Schools; Advisory Board(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2019; During Business Hours: 2; After Business Hours: 3; Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-13 |
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