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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-08-06 |
| TX | RA | APPROVED_RES | 2017-03-20 |
| NJ | RA | APPROVED | 2017-03-17 |
Branch Locations
115 W Century Rd, Paramus, NJ 07652 • United States
Boynton Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ridgewood | NJ | 12/2014 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 03/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Glen Rock | NJ | 03/2017 | Present |
| Bank Of America, N.A. | Glen Rock | NJ | 05/2017 | Present |
I*124133For profit or not for profit: Non-Profit OrganizationName of outside business organization: RBARIInvestment related: NoAddress of business: Oakland, New Jersey 07436Position, title, association: Advisory Board MemberStart date of relationship: 7/1/2019Number of hours devoted: 5 hour(s) MonthlyNumber of hours devoted during trading hours: 0Duties: Ramapo-Bergen Animal Refuge, Inc (RBARI) is a non-profit animal refuge. The purpose of the entity is to maintain a no-kill animal shelter which helps to rehabilitate and find homes for cats and dogs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1991-11-25 |
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