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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-06-09 |
| TX | RA | APPROVED | 2022-06-09 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Red Bank | NJ | 09/1996 | 06/2022 |
| Bank Of America, N.A. | Red Bank | NJ | 06/2013 | 06/2022 |
| Morgan Stanley Smith Barney Llc | Red Bank | NJ | 06/2022 | Present |
*506057 : KidsGive NJ ; Investment related : No ; Oceanport ; New Jersey ; Civic/Community:Children/Youth ; Board Member(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2019 ; During business hours : 0 ; After business hours : 3 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-15 |
| S63 | Uniform Securities Agent State Law Examination | 2000-01-12 |
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