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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-04 |
| TX | RA | APPROVED | 2022-03-04 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
Brooklyn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Securities Llc | New York | NY | 02/2015 | 03/2022 |
| J.P. Morgan Chase Bank, N.A. | New York | NY | 02/2015 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Brooklyn | NY | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2022 | Present |
(1) 492193 - BINA / Not Investment Related / Brooklyn, NY / Health and Welfare Non-Profit / Board Member / Start 01-January-2016 / 2 hours devoted per month / 0 during trading hours / Business Development and Growth / To help the survivors of brain injuries. (2) 496961 / Artscroll/Mesorah / Investment Related / Rahway, NJ / Publishing / Start 12-June-2020 / 0 hours / I have no position or duties - they published my book. (3) 676559 / Artscroll Publications / Investment Related / Rahway, NJ / Publishing / Author / Start 01-April-2026 / During business hours: 0 / After business hours: 10 / Writing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-01-05 |
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