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125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-28 |
Branch Locations
Santa Rosa, CA • United States
125 Froehlich Farm Blvd., Woodbury, NY 11797 • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Santa Rosa | CA | 06/2009 | 03/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 03/2021 |
| Gladstone Wealth Partners | Santa Rosa | CA | 04/2021 | 04/2023 |
| Consolidated Portfolio Review Corp | Woodbury | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-09 |
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