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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-30 |
| PA | RA | APPROVED | 2021-11-29 |
Branch Locations
300 W State St, Media, PA 19063 • United States
Media, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Skass Estate Jewelry | Wallingford | PA | 07/2016 | 03/2017 |
| Morgan Stanley | Newtown Square | PA | 03/2017 | 11/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | 11/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 11/2021 | Present |
I*4645285 Entity Type: Freehold, Co-op, HOA Name of OBA: Glenloch HOA Address: Media, Pennsylvania, 19063 Investment Related: No Position, Title, Association: Board Member Employee Start Date: 07/01/2026 Number of Hours: 2, Monthly Number of Hours during trading: 0 Duties: It's our community HOA. Help create events for the members of the HOA.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-10 |
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