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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-01 |
| NJ | RA | APPROVED | 2021-11-18 |
Branch Locations
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
1 disclosure category 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 | Westfield | NJ | 09/2013 | 11/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 11/2021 |
| Wells Fargo Clearing Services, Llc | Westfield | NJ | 11/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-08-13 |
| S63 | Uniform Securities Agent State Law Examination | 1988-03-30 |
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