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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-12-23 |
| NJ | RA | APPROVED | 2023-09-08 |
| TX | RA | APPROVED_RES | 2023-09-08 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Manasquan | NJ | 01/2009 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Sea Girt | NJ | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | Sea Girt | NJ | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-10-19 |
| S63 | Uniform Securities Agent State Law Examination | 1992-05-28 |
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