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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2019-09-13 |
| TX | RA | APPROVED | 2019-09-05 |
Branch Locations
500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Marlboro | NJ | 03/2013 | 08/2017 |
| Bank Of America, N.A. | Marlboro | NJ | 04/2013 | 08/2017 |
| Morgan Stanley | Greenville | DE | 08/2019 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2017 | 08/2019 |
*414985 - Power of Attorney; Investment related - Yes; Whiting, New Jersey; Power of Attorney; 11/2020; During business hours: 1; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2002-01-18 |
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