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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2023-08-04 |
| TX | RA | APPROVED | 2022-06-13 |
| NY | RA | APPROVED | 2022-03-15 |
| NJ | RA | APPROVED | 2021-12-20 |
Branch Locations
Mack Center Iv, South 61, Paramus Road, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jp Morgan Securities Llc | Newark | DE | 02/2016 | 10/2021 |
| Jp Morgan Chase Bank Na | Newark | DE | 02/2016 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Paramus | NJ | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-12-16 |
| S63 | Uniform Securities Agent State Law Examination | 2016-05-03 |
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