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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-03-16 |
| NY | RA | APPROVED | 2026-03-13 |
Branch Locations
1166 Avenue Of The Americas 21St Floor, New York, NY 10036 • 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 Smith Barney | New York | NY | 06/2009 | 05/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 05/2020 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 05/2020 | 09/2023 |
| First Republic Securities Company, Llc | New York | NY | 05/2020 | 09/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 03/2021 |
| J.P. Morgan Securities Llc | New York | NY | 09/2023 | 01/2026 |
| Janney Montgomery Scott Llc | Midtown | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-10-29 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 1990-06-27 |
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