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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-02-20 |
| NY | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2017-05-05 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
Bonita Springs, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Greenwich | CT | 12/2006 | 05/2017 |
| Bank Of America,Na | Greenwich | CT | 10/2010 | 05/2017 |
| Morgan Stanley | Greenwich | CT | 05/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
Rental Property; Rye, NY; Rental; Investment related; Sole Proprietor / Owner / Partner; 11/1986; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-01-28 |
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