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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-07-08 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | New York | NY | 11/2013 | 11/2017 |
| Raymond James Financial Services, Inc. | New York | NY | 11/2017 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Stamford | CT | 11/2017 | 07/2026 |
| Steward Partners Investment Solutions, Llc | Stamford | CT | 05/2022 | 07/2026 |
| Steward Partners Global Advisory | Stamford | CT | 11/2017 | 07/2026 |
| Morgan Stanley Smith Barney Llc | New York | NY | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
(1) Conrex Residential Property Group 2012-LLC / 1 hour devoted monthly / 0 during trading / Own to rent single family residences in the south east. (2) Arrowsight, Inc. / Passive Investor / 1 hour devoted weekly / 0 during trading tome / remote video auditing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2005-08-30 |
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