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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2024-02-26 |
Branch Locations
One Pitcairn Place 165 Township Line Road, Suite 2300, Jenkintown, PA 19046 • United States
1525 Valley Center Pkwy Suite 160, Bethlehem, PA 18017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Newtown | PA | 11/2014 | 02/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 02/2024 |
| Oppenheimer & Co.. Inc. | Bethlehem | PA | 02/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1.I HOLD AN ADJUNCT INSTRUCTOR POSITION (PART/TIME) AT THE UNIVERSITY OF WILMINGTON'S SCHOOL OF BUSINESS IN DELAWARE, WHERE I TEACH VARIOUS MBA COURSES. 2. A SILENT PARTNER IN ASTRA LLC AN IMPORT AND EXPORT COMPANY SPECIALIZING IN BULK BUYING AND SELLING OF A DIVERSE RANGE OF PRODUCTS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-08-07 |
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