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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-02-20 |
| CT | RA | APPROVED | 2017-04-10 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Port Washington | NY | 06/2014 | 03/2017 |
| Bank Of America, N.A. | Port Washington | NY | 06/2014 | 03/2017 |
| Morgan Stanley | Garden City | NY | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
Insurance Residuals; Investment related; Other; Independent contractor; Start date: 09/2000; During business hours: 0; After business hours: 0 * 493424 - Paper Street Holdings Inc; Investment related No; North Bellmore, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 1; After business hours: 1;Real estate investing/ buy/selling properties/ Holding rental properties
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-22 |
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