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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-03-21 |
| TX | RA | APPROVED | 2025-03-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2012 | 01/2022 |
| Bank Of America, N.A. | New York | NY | 09/2019 | 01/2022 |
| Rbc Capital Markets, Llc | Hampton Bays | NY | 01/2022 | 03/2025 |
| Morgan Stanley Smith Barney Llc | Riverhead | NY | 03/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-03-14 |
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