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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-10-20 |
| TX | RA | APPROVED_RES | 2020-10-19 |
Branch Locations
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 |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Margate City | NJ | 11/2015 | 10/2020 |
| Morgan Stanley Smith Barney Llc | Northfield | NJ | 10/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
NOTARY PUBLIC, NOT INV RELATED, STATE OF NJ, START 2/18/2019, 2 HOURS PER MONTH, ZERO DURING TRADING, NOTARIZE DOCUMENTS. WATER DOG SMOKE HOUSE LLC; NOT INV RELATED; VENTNOR, NJ; 6% OWNERSHIP; START DATE 10/1/2018; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; WHOLESALE PRODUCER OF SMOKED FISH. RENTAL PROPERTY; INVESTMENT RELATED; NORTHFIELD,NJ; 100% OWNERSHIP; START DATE 01/01/2010; NUMBER OF HOURS PER MONTH 0; NUMBER OF HOURS DURING TRADING 0; OWNER. Atlantic One Tilton 8.33% ownership not investment related Northfield, NJ 08225 number of hours per month 0 jersey Devil Surf 4% ownership not investment related Atlantic City, NJ 08401 number of hours 0 *636621 - OCHeights, LLC; Investment related: Yes; Linwood, New Jersey; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 6/2025; During business hours: 0; After business hours: 2; Administrative:Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1999-11-17 |
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