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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| OH | RA | APPROVED | 2022-01-28 |
| CT | RA | APPROVED | 2021-08-17 |
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2019-02-11 |
| NJ | RA | APPROVED | 2017-10-30 |
Branch Locations
390 Madison Ave, New York, NY 10017 • United States
250 S Middletown Rd, Floor 02, Nanuet, NY 10954 • United States
1111 Polaris Parkway, Floor 3J, Columbus, OH 43240 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | New York | NY | 02/2008 | 07/2017 |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | 07/2017 |
| Jpmorgan Chase Bank Na | New York | NY | 07/2017 | Present |
| Jpmorgan Securities Llc | New York | NY | 07/2017 | Present |
| Dumont Volunteer Ambulance Services | Dumont | NJ | 02/2023 | 08/2026 |
| North Arlington Emergency Medical Services | North Arlington | NJ | 12/2023 | Present |
Entity Name:Borough of Dumont Cultural Affairs Inclusion and Diversity Investment related: No Address: 50 Washington Avenue Dumont, NJ 07628 https://www.dumontnj.gov/ Nature of the other business: Government Position Position/ Title/ Relationship: Board Member Start Date: Jan 01, 2025 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a committee member position appointed by the mayor of Dumont, NJ. The committee is responsible for the town's Cultural Affairs, Inclusion and Diversity. Entity Name: Borough of Dumont Board of Health Investment related: No Address: 50 Washington Avenue Dumont, NJ 07628 https://www.dumontnj.gov/ Nature of the other business: Government Position/Title/Relationship: Board Member Start Date: 01/07/2025 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: This is a committee member position appointed by the mayor of Dumont, NJ. The committee is responsible for the town's health information. In addition, the committee only meets once per quarter, outside of regular work hours. Entity Name: North Arlington Emergency Medical Services Investment related: No "Address: 575 Schuyler Avenue North Arlington, NJ 07031" Nature of the other business: Emergency Services Position/Title/Relationship: Employee/Contractor Start Date: 12/15/2023 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: Provide Emergency Medical Services to the residents of North Arlington, NJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-08-03 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-22 |
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