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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-09-25 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 05/2018 | 10/2021 |
| Unemployed | Little Silver | NJ | 08/2016 | 05/2018 |
| Ameriprise Financial Services, Llc | Red Bank | NJ | 06/2023 | 09/2024 |
| Unemployed | Little Silver | NJ | 10/2021 | 06/2023 |
| Morgan Stanley | Shrewsbury | NJ | 09/2025 | Present |
| None | Little Silver | NJ | 09/2024 | 09/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1999-12-13 |
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