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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-05-18 |
| TX | RA | APPROVED | 2022-05-18 |
Branch Locations
303 Lippincott Drive Suite 300, Marlton, NJ 08053 • United States
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lawrenceville | NJ | 12/2015 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | 11/2021 |
| Morgan Stanley | Morristown | NJ | 05/2017 | 11/2021 |
| Fidelity Investments | Philadelphia | PA | 12/2021 | 04/2022 |
| Morgan Stanley | Lawrenceville | NJ | 05/2022 | Present |
*538869 - PA Air National Guard; Investment related No; Horsham, Pennsylvania; Military; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2022 ; During business hours: 0; After business hours: 16; Air Force Intelligence Analyst.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-02-26 |
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