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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2018-10-29 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
777 Township Line Road Suite 301, Yardley, PA 19067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 02/2005 | 10/2016 |
| Morgan Stanley Smith Barney Llc | New York | NY | 10/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-11-13 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-16 |
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