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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 |
| CT | RA | APPROVED | 2018-05-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Purchase | NY | 07/2011 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 03/2017 | 05/2018 |
| Morgan Stanley | New York | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-01-08 |
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