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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-06-06 |
| NY | RA | APPROVED | 2025-06-06 |
| TX | RA | APPROVED | 2025-06-06 |
Branch Locations
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Paramus | NJ | 01/2016 | 06/2025 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
(1) Real Estate property / Wyckoff Bergen County, NJ / This is a real estate property that has been pre approved already. However, the tenant has now become a client so I am redisclosing this new addition to the relationship / this is a single family rental property / Receive Compensation?: Yes / Start 01-December-2016 / 1 hour devoted monthly / 0 during trading. *692523- JAMBPatton, LLC; Investment related: No; wyckoff, New Jersey; Rental Property; Officer (proprietor, partner, officer, director, employee, trustee, agent); 03/2017; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-06-15 |
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