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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 |
| CT | RA | APPROVED | 2020-03-20 |
Branch Locations
701 Main Street 501 5Th Floor, Stroudsburg, PA 18360 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 11/2013 | 03/2020 |
| Morgan Stanley | New York | NY | 03/2020 | Present |
*395295 - Olimpico Real estate LLC; Investment related -Yes; Roselle Park, New Jersey; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2017; During business hours: 0; description of duties. *649257 - Rental Property; Investment related: Yes; Lake Ariel, Pennsylvania; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; Landlord *690718- Green Hills Farm LLC; Investment related: Yes; Green Township, New Jersey; Agriculture; Partner (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 0; After business hours: 4; Labor/Service, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-08 |
| S63 | Uniform Securities Agent State Law Examination | 2001-11-05 |
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