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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-10 |
| NY | RA | APPROVED | 2025-03-10 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citibank | New York | NY | 07/2012 | 04/2017 |
| Pnc | Ridgewood | NJ | 04/2017 | 12/2023 |
| Pnc Investments | Pittsburgh | PA | 03/2018 | 12/2018 |
| Morgan Stanley | Morristown | NJ | 09/2024 | Present |
| Unemployed | Glen Rock | NJ | 01/2024 | 09/2024 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-07-03 |
| S65 | Uniform Investment Adviser Law Examination | 2017-05-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-12 |
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