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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-03-15 |
| NJ | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED | 2021-07-30 |
Branch Locations
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 07/2009 | 07/2021 |
| Bank Of America, N.A. | Florham Park | NJ | 08/2015 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Short Hills | NJ | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
*451353-Cerone Technology Solutions LLC; Investment related-Yes; Greenwood Lake, New York; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2014; During business hours: 0; After business hours: 20; Customer Service *453479 - Warwick Republican Committee; Investment related - No; Warwick, New York; Political Office; Vice Chairman, Committeeman (proprietor, partner, officer, director, employee, trustee, agent); 03/2012; During business hours: 0; After business hours: 2; Attend meetings *623619 - Warwick Zoning Board; Investment Related - No; Warwick, New York; Political Office; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2025; During Business Hours: 0; After Business Hours: 2; Zoning Board.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-22 |
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