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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-06-11 |
| NJ | RA | APPROVED | 2017-08-11 |
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 |
|---|---|---|---|---|
| Janney Montgomery Scott Inc. | New York | NY | 05/1993 | 08/2017 |
| Morgan Stanley | Garden City | NY | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
ACDS; Investment related - No; Plainview, New York; Charity / Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2013; During business hours: 0; After business hours: 2 *543426- POA ; Investment related-Yes; Long Beach , New York; 02/2023; During business hours: 0; After business hours: 0 *544457 - Trust; Investment related: Yes; Long Beach, New York; 02/2023; During business hours: 17; After business hours: 3
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1991-09-06 |
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