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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-10-25 |
| NY | RA | APPROVED | 2021-10-22 |
Branch Locations
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Great Neck | NY | 04/2009 | 10/2021 |
| Bank Of America, N.A. | Great Neck | NY | 01/2010 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2021 | Present |
* 480205- Power of Attorney; Investment related -Yes; Oakland Gardens, New York; Power of Attorney; Power of Attorney; 01/2022; During business hours: 2; After business hours: 0; *538669 - Estate; Investment related: Yes; oakland gardens, New York; Estate; Executor/Co-Executor; 01/2023; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-07 |
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