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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-13 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| PA | RA | APPROVED | 2018-06-22 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pronto Gift Baskets | West Chester | PA | 04/2013 | 10/2016 |
| Janney Montgomery Scott Llc | West Chester | PA | 12/2016 | 05/2017 |
| Morgan Stanley | Newtown Square | PA | 06/2018 | Present |
| Unemployed | West Chester | PA | 05/2017 | 06/2018 |
*415250 - Pronto Gift Baskets; Investment related: No; West Chester, Pennsylvania; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 20; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1999-09-01 |
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