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188 East Bergen Place Suite 202, Red Bank, NJ 07701 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-07-23 |
Branch Locations
188 East Bergen Place Suite 202, Red Bank, NJ 07701 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Red Bank | NJ | 10/2016 | 07/2020 |
| Unemployed | New York | NY | 02/2016 | 10/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | 07/2020 |
| Shorehaven Wealth Partners, Llc | Red Bank | NJ | 07/2020 | Present |
| Purshe Kaplan Sterling Investments | Albany | NY | 07/2020 | 08/2023 |
(1) 9/2021 Independent Licensed insurance Agent; Investment Related; New Jersey; Accident & Health or sickness/Life/Variable Life & Variable Annuity (2) 08/2023: Opto Investments Inc.; Board Member; Private Funds and Administration Provider; Investment Related; New York, NY; 1 % professional time spent; receives stock in Opto Investments as compensation for board membership. ShoreHaven Wealth utilizes Opto Investments Inc. as a service provider for private funds that ShoreHaven is acting as the agent for the fund. Mr. Durso may recommend the purchase of securities that Opto Investments Inc. serves as General Partner.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-30 |
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