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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-03-31 |
| NY | RA | APPROVED | 2026-03-30 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
28 State Street 26Th Floor, Boston, MA 02109 • United States
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc | New York | NY | 08/2013 | 06/2018 |
| Morgan Stanley | New York | NY | 10/2024 | Present |
| Zurich American Insurance Company | New York | NY | 08/2018 | 10/2021 |
| Self Employed | Edison | NJ | 12/2021 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
*617787- Publishing; Investment Related - Yes; Edison, New Jersey Publishing; Sole Proprietor/Owner(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2023; During Business Hours: 0; After Business Hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-12 |
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