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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 |
Branch Locations
5789 Widewaters Pkwy 2Nd Fl, Dewitt, NY 13214 • United States
Jamesville, NY • United States
Dewitt, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | 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 |
AC SQUARED MANAGEMENT LLC, INV RELATED, JAMESVILLE, NY, 100% OWNERSHIP WITH SPOUSE, START 7/22/2019, 8 HOURS PER MONTH, ZERO DURING TRADING, MANAGE RENTAL PROPERTIES. C3MF DEVELOPERS LLC, INV RELATED, JAMESVILLE, NY, 33% OWNERSHIP WITH SPOUSE, START 5/28/2020, 10 HOURS PER MONTH, ZERO DURING TRADING, REAL ESTATE.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-11-14 |
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