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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-05-03 |
| TX | RA | APPROVED_RES | 2017-08-08 |
| NJ | RA | APPROVED | 2017-08-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 04/2013 | 07/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2017 |
| J.P. Morgan Securities Llc | New York | NY | 08/2017 | Present |
| 150 Gold Street Realty Llc | New Britain | CT | 05/2021 | Present |
| Jpmorgan Chase Bank, N.A. | New York | NY | 08/2017 | Present |
Entity Name: 150 Gold Street Realty LLC Investment related: N Address: New Britain, CT 06053 Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 05/26/2021 Approximate # of hours a month: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: 6 unit rental property
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-01 |
| S65 | Uniform Investment Adviser Law Examination | 1999-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 1999-03-18 |
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