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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2017-10-13 |
Branch Locations
100 Somerset Corporate Blvd, Bridgewater, NJ 08807 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 06/2009 | 10/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Bridgewater | NJ | 10/2017 | Present |
| Bank Of America, N.A. | Bridgewater | NJ | 11/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-14 |
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