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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-09-29 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| NJ | RA | APPROVED | 2017-03-30 |
Branch Locations
1433 Hooper Avenue, Toms River, NJ 08753 • United States
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 07/2008 | 03/2017 |
| Morgan Stanley | Toms River | NJ | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
*415370 - Successor; Investment related - Yes; Lanoka Harbor, New Jersey; Successor Role; 12/2014; During business hours: 3; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1997-09-24 |
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