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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-09-09 |
| TX | RA | APPROVED | 2025-09-09 |
Branch Locations
485 Madison Ave 6Th Floor [Satellite], New York, NY 10022 • United States
19 Center St, Chatham, NJ 07928 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Inc. | Ny | NY | 06/2010 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | New York | NY | 09/2025 | Present |
THE LEXINGTON GROUP WEALTH MANAGEMENT; NOT INV RELATED; NEW YORK, NY; FINET PRACTICE;100% OWNERSHIP; START DATE: 09/10/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-08-08 |
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