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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-06-23 |
| TX | RA | APPROVED | 2026-06-23 |
Branch Locations
161 Washington Valley Road Suite 205, Warren, NJ 07059 • United States
123 S. Avenue E 3Rd Floor [Satellite], Westfield, NJ 07090 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Short Hills | NJ | 02/2015 | 01/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | 01/2022 |
| Lpl Financial, Llc | Florham Park | NJ | 01/2022 | 06/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2015 | 01/2022 |
| Wells Fargo Advisors Financial Network, Llc | Westfield | NJ | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 2008-10-16 |
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