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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED_RES | 2021-07-30 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 06/2009 | 07/2021 |
| Bank Of America, N.A. | Florham Park | NJ | 12/2011 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Short Hills | NJ | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
*479256- Estate ; Investment related Yes; Randolph, New Jersey; Estate ; Executor/Co-Executor; 12/2030; During business hours: 0; After business hours: 0; Estate Administration *452595 - Estate ; Investment related - Yes; Randolph, New Jersey; 12/2029 During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-10-30 |
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