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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-05-30 |
| TX | RA | APPROVED_RES | 2024-05-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Toms River | NJ | 09/2020 | 05/2024 |
| Keser Torah Mayan Hatalmud | Lakewood | NJ | 09/2012 | 06/2019 |
| Edirect | Lakewood | NJ | 09/2019 | 08/2020 |
| Bank Of America, N.A. | Toms River | NJ | 10/2020 | 05/2024 |
| Morgan Stanley Smith Barney Llc | Toms River | NJ | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2024 | Present |
(1) Drexelbrook Apartments / Investment Related / Lakewood, NJ / Real Estate / Passive Investor / Start January 2020 / 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (2) Parkway Lofts Apartments / Investment Related / Lakewood, NJ / Real Estate / Passive Investor / Start January 2020 / 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (3) The Villas Apartments/ Investment Related/ Lakewood, NJ/ Real Estate/ Passive Investor/ Start August 2021/ 0 hours devoted per month / 0 during trading hours / I am a passive investor with no responsibilities or decision making power in a real estate property. (4) YDLP Investments /Investment Related/ Lakewood, NJ/ Real Estate/ Passive Investor/ December 2020/ 0 hours devoted per month / 0 during trading hours / My wife is a passive investor with no responsibilities or decision making power in a real estate property.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-04 |
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