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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-11 |
| NJ | RA | APPROVED | 2021-02-05 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2016 | 06/2019 |
| Unemployed | South Brunwick | NJ | 05/2016 | 09/2016 |
| Morgan Stanley | Red Bank | NJ | 07/2019 | Present |
| Morgan Stanley Services Group Inc. | New York | NY | 07/2019 | 01/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2021 | Present |
*662277- The Sherman Real Estate Group; Investment related: Yes; Bradley Beach, New Jersey; Rental Property; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 1; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2017-02-10 |
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