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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2020-10-21 |
| DC | RA | APPROVED | 2016-09-26 |
| TX | RA | APPROVED_RES | 2016-09-16 |
Branch Locations
1800 K St Nw, Washington, DC 20006 • United States
Charlottesville, VA • United States
3 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mclean | VA | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Washington | DC | 09/2016 | Present |
| Bank Of America, N.A. | Washington | DC | 12/2016 | Present |
I*4242 For profit or not for profit: Name of outside business organization: Rental Property Investment related: Address of business: Washington, District of Columbia 20037 Nature of business: , Position, title, association: , Start date of relationship: 9/1/2010 Number of hours devoted: 1 hour(s) Number of hours devoted during trading hours: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-01-26 |
| S63 | Uniform Securities Agent State Law Examination | 1986-06-05 |
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