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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| NJ | RA | APPROVED | 2017-12-05 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Spring Lake | NJ | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spring Lake | NJ | 11/2016 | 12/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2017 | Present |
| Morgan Stanley Smith Barney Llc | Sea Girt | NJ | 12/2017 | Present |
1. PHILLY PRETZEL COMPANY, NOT INV RELATED, RED BANK, NJ, 9.5% OWNER, START: 1/2016, 5 HOURS PER MONTH/0 DURING TRADING. PHILLY PRETZEL COMPANY, NOT INV RELATED, RED BANK, NJ, 33.3% OWNER, START: 4/2016, 5 HOURS PER MONTH/0 DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-10 |
| S63 | Uniform Securities Agent State Law Examination | 2008-02-18 |
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