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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-03 |
| NJ | RA | APPROVED | 2019-12-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Flemington | NJ | 02/2018 | 09/2019 |
| Subsidy Insight Strategies Llc | Flemington | NJ | 04/2012 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | 09/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Flemington | NJ | 12/2019 | Present |
| Unemployed | Flemington | NJ | 09/2019 | 12/2019 |
| Bank Of America, N.A. | Flemington | NJ | 01/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-18 |
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