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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED | 2022-01-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 05/2012 | 01/2022 |
| Bank Of America, N.A. | Mount Laurel | NJ | 06/2012 | 01/2022 |
| Morgan Stanley Smith Barney Llc | Mount Laurel | NJ | 01/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
*533380 - Shine Your Light LLC; Investment related: Yes; Cherry HIll, New Jersey; Mediation and Holistic Lifestyle Coaching; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 12/2022; During business hours: 0; After business hours: 6; Check Signing/Funds Disbursements, Administrative, Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-25 |
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