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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-10-22 |
| NJ | RA | APPROVED | 2025-06-02 |
| TX | RA | APPROVED | 2025-05-30 |
Branch Locations
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup | New York | NY | 06/2015 | 06/2017 |
| Citigroup | New York | NY | 06/2017 | 09/2018 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2018 | 03/2019 |
| Northwestern Mutual Investment Services Llc | La Jolla | CA | 09/2018 | 03/2019 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 09/2018 | 03/2019 |
| Lpl Financial Llc | San Diego | CA | 03/2019 | 03/2019 |
| San Diego County Credit Union | San Diego | CA | 03/2019 | 03/2019 |
| The Leaders Group, Inc. | Littleton | CO | 03/2019 | 01/2023 |
| Mcqueen Kalligan Insurance Services, Inc. | San Diego | CA | 03/2019 | 01/2023 |
| Ubs Financial Services Inc. | Red Bank | NJ | 03/2019 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Shrewsbury | NJ | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2012-07-27 |
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