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18700 N. Hayden Road Suite 255, Scottsdale, AZ 85255 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-12-19 |
Branch Locations
380 N. Broadway Suite 206, Jericho, NY 11753 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Garden City | NY | 10/2014 | 12/2023 |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | 12/2023 |
| Osaic Wealth, Inc. | Jericho | NJ | 12/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
1. FRIENDS OF PORT ROWING INC. POSITION: Board Member NATURE: 501c3 INVESTMENT RELATED: No NUMBER OF HOURS: 2 SECURITIES TRADING HOURS: 0 START DATE: 01/01/2025 ADDRESS: 1600 Front Street, East Meadow NY 11554, United States DESCRIPTION: Advise on team, rowing and coaching activities.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-04-29 |
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