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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-09-02 |
| NY | RA | APPROVED | 2021-10-13 |
| NJ | RA | APPROVED | 2018-04-27 |
| TX | RA | APPROVED_RES | 2018-04-27 |
Branch Locations
1155 Elm Street 6Th Floor, Manchester, NH 03101 • United States
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Red Bank | NJ | 06/2009 | 04/2017 |
| Ameriprise Financial Services Inc. | Lawrencevile | NJ | 04/2017 | 04/2018 |
| Morgan Stanley Smith Barney Llc | Manchester | NH | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-12 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-05 |
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