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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-10-24 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2021-01-12 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investor'S Bank | Astoria | NY | 03/2013 | 10/2016 |
| Invest Financial Corporation | Tampa | FL | 10/2015 | 10/2016 |
| Citigroup | New York | NY | 10/2016 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2021 | Present |
*443812 - Valence College Prep; Investment related: No; Flushing, New York; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 5; Administrative *608168 - FINRA; Investment Related - No; New York, New York; Investment/Finance/Banking; Other Committee, CE Content Committee Member(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 2; Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-25 |
| S63 | Uniform Securities Agent State Law Examination | 2006-09-26 |
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