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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-07-28 |
| TX | RA | APPROVED | 2019-08-02 |
| NJ | RA | APPROVED | 2019-08-01 |
Branch Locations
51 John F Kennedy Pkwy, Short Hills, NJ 07078 • United States
3507 Kyoto Gardens Dr, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | 07/2019 |
| Morgan Stanley | Florham Park | NJ | 02/2017 | 07/2019 |
| Morgan Stanley | New York | NY | 02/2011 | 02/2017 |
| Morgan Stanley & Co. Llc | New York | NY | 11/2016 | 02/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 07/2019 | Present |
| Bank Of America, N.A. | Short Hills | NJ | 07/2022 | Present |
1. Planning Board ; Investment related No; Government / Municipality / Political; Planning Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1. 2. Boonton Township Committee; Investment related No; Government / Municipality / Political; Committee Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1; Establish budget, police union contract, tax rate, appoint members of other boards
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-22 |
| S63 | Uniform Securities Agent State Law Examination | 2007-01-24 |
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