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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-02-07 |
| NY | RA | APPROVED | 2022-05-16 |
| TX | RA | APPROVED | 2022-05-16 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bank Of America Merrill Lynch | Pennington | NJ | 08/2012 | 06/2017 |
| Masterworks Investor Services Llc | New York | NY | 06/2021 | 04/2022 |
| Independent Brokerage Solutions Llc | New York | NY | 06/2021 | 04/2022 |
| Unemployed | Princeton | NJ | 06/2017 | 08/2017 |
| Carnegie Mellon University | Pittsburgh | PA | 08/2017 | 05/2019 |
| Bb&T Capital Markets | Richmond | VA | 06/2018 | 08/2018 |
| Unemployed | Skytop | PA | 05/2019 | 01/2020 |
| Thinknum Alternative Data | New York | NY | 01/2020 | 05/2021 |
| Arete Wealth Management | New Yoke | NY | 02/2022 | 04/2022 |
| Arete Wealth Advisors | New York | NY | 02/2022 | 04/2022 |
| Morgan Stanley | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-06 |
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