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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2021-02-16 |
| CT | RA | APPROVED | 2019-10-04 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Williamsville | NY | 04/2011 | 10/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Morgan Stanley Smith Barney Llc | Williamsville | NY | 10/2019 | Present |
NOTARY PUBLIC STATE OF NEW YORK / 13556 STAGE ROAD AKRON,NEW YORK 14001 / NON PROFIT / START DATE 12/01/2008/
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-02-10 |
| S63 | Uniform Securities Agent State Law Examination | 1996-10-14 |
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