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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-07-27 |
| NJ | RA | APPROVED | 2019-05-09 |
Branch Locations
5789 Widewaters Pkwy 2Nd Fl, Dewitt, NY 13214 • United States
Syracuse, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Syracuse | NY | 06/2009 | 05/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2019 |
| Wells Fargo Clearing Services Llc | De Witt | NY | 05/2019 | Present |
RENTAL PROPERTY, INV RELATED, DUCK, NC, 100% OWNERSHIP WITH SPOUSE, START 12/6/2019, ZERO HOURS PER MONTH, ZERO DURING TRADING, LANDLORD.| CUSE TO COAST, LLC, INVT RELATED, SYRACUSE, NY, 50% OWNERSHIP WITH SPOUSE, START 12/17/2010, 100 HRS PER MONTH, 0 HRS DURING TRADING, KEEPING PROPERTY FUNCTIONAL FOR RENTAL SEASON.| LOAN, INV RELATED, ENGLEWOOD, CO, START 12/8/2020, 0 HRS/MONTH, 0 HRS DURING TRADING.| RENTAL PROPERTY, INV RELATED, SYRACUSE, NY, 100% OWNERSHIP WITH SPOUSE, START 2/1/2021, 5 HOURS PER MONTH, ZERO HOURS DURING TRADING.| CO-TRUSTEE FOR UNCLE, INV RELATED, SYRACUSE, NY, START: 4/4/2020, 20 HRS/MONTH, 0 HRS DURING TRADING.;| POWER OF ATTORNEY FOR AUNT, INV RELATED, EAST SYRACUSE, NY, START: 4/23/2021, 10 HRS/MONTH, 0 HRS DURING TRADING.| RENTAL PROPERTY; INV. RELATED; DUCK,NC; 100% OWNERSHIP; START DATE 11/24/2021; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; OWNER.| DUCK YEAH, LLC; NOT INV. RELATED; DUCK,NC; 100% OWNERSHIP WITH SPOUSE; START DATE 01/21/2022; NUMBER OF HOURS PER MONTH 10; NUMBER OF HOURS DURING TRADING 0; REAL ESTATE.| TRUST FOR COUSIN; INV RELATED; SYRACUSE, NY; TRUSTEE; START DATE 06/09/2025; 10 HOURS PER MONTH; 10 HOURS DURING TRADING HOURS| POWER OF ATTORNEY FOR COUSIN; INV RELATED; SYRACUSE, NY; POA; START DATE 02/04/2020; 1 HOUR PER MONTH; 1 HOUR DURING TRADING HOURS| THE REASON FAMILY TRUST ; INV RELATED; RALEIGH, NC; TRUSTEE; START DATE: 10/30/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-12-02 |
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