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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-02 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities, Llc | New York | NY | 04/2013 | 06/2023 |
| 2 Cottage Place, Llc | Greenwich | CT | 08/2016 | Present |
| Morgan Stanley Smith Barney Llc | Fairfield | CT | 06/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2023 | Present |
*556453 - 2 Cottage Place LLC; Investment related: Yes; Greenwich, Connecticut; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 0; Passive co-owner
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1997-10-02 |
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