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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-04-01 |
Branch Locations
One Bryant Park, New York, NY 10036 • UNITED STATES
1100-1800 American Blvd Wealth Management Client Care, Pennington, NJ 08534 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2015 | 11/2022 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2019 | 11/2022 |
| Pruco Securities, Llc | Brooklyn | NY | 02/2024 | 07/2024 |
| The Prudential Insurance Company Of America | Brooklyn | NY | 02/2024 | 07/2024 |
| Lifetime Fitness | New York | NY | 07/2021 | 07/2024 |
| Uber | Weehawken | NJ | 02/2024 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 03/2025 | Present |
I*: 2224274 Name: XMD Logistics Investment-related: No Address: Brooklyn, New York Your position: Driver Start date of your relationship: 30-Sep-2024 Approximate number of hours/month you devote to the other business: 30hrs mthly Number of hours you devote to the other business during securities trading hours 0 Briefly describe your duties relating to the other business: Delivery of Amazon packages to various locations I*: 2465290 Entity Type: Business Name of OBA: Uber Address: Brooklyn, New York Investment Related: No Position, Title, Association: Delivery driver Employee Start Date: 05/27/25 Number of Hours: 6 hrs wkly Number of Hours during trading: 0 Duties: Delivery of food
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-08-11 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-05 |
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