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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-02-21 |
| TX | RA | APPROVED | 2025-02-21 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2016 | 02/2025 |
| Bank Of America, N.A. | New York | NY | 06/2016 | 02/2025 |
| Morgan Stanley Smith Barney Llc | Westport | CT | 02/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
(1) Sunrise Association / Investment Related / Oceanside, NY / Charitable Organization / No Compensation for Activity / Committee Member / Start 29-March-2018 / 5 hours devoted monthly / 1 during trading hours / To help fundraise for a golf outing and July 12th. (2) TCS - The Community Synagogue / Westport, CT / Non-Investment Related / Board Member Employee / Start 11-November-2024 / 10 hours devoted monthly / 0 during trading hours / I will attend board meetings and assist with different temple committees. Some committees will be to raise money for the temple. Some committees will be to help put together holiday parties. (3) TCS - The Community Synagogue / Westport, CT / Non-Investment Related / Committee Employee / Start 19-November-2024 / 10 hours devoted monthly / 0 during trading hours / I will head up the social committee. I will help to organize social events through out the year. Some of the events might raise money for the temple.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-05-11 |
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