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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-07-24 |
| NY | RA | APPROVED | 2022-10-14 |
Branch Locations
1 Edison Drive, Alpharetta, GA 30005 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Fort Myers | FL | 12/2014 | 12/2021 |
| Morgan Stanley | Alpharetta | GA | 08/2022 | Present |
| Citi | Tampa | FL | 01/2022 | 07/2022 |
*555565 - FINRA ; Investment related - Yes ; New York, New York ; Investment/Finance/Banking ; Contractor(proprietor, partner, officer, director, employee, trustee, agent) ; 7/2023 ; During business hours : 0 ; After business hours : 3 ; Arbitrator
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-09-21 |
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