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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-28 |
| NJ | RA | APPROVED | 2019-09-27 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Chase Bank, N.A. | Newark | DE | 05/2017 | 06/2019 |
| Jpmorgan Securities Llc | Newark | DE | 05/2017 | 06/2019 |
| Td Bank | Cherry Hill | NJ | 03/2015 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Mt. Laurel | NJ | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*584488 - Ciconte's Restaurant Group; Investment Related - No; West Deptford, New Jersey; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 02/2024; During Business Hours: 0; After Business Hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-20 |
| S63 | Uniform Securities Agent State Law Examination | 2017-10-04 |
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