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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-07-07 |
| NY | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED | 2025-07-02 |
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 |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Jericho | NY | 01/2009 | 09/2016 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 09/2016 | 07/2025 |
| Bank Of America, N.A. | Garden City | NY | 12/2016 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2025 | Present |
*650838- Koshanostra Stables LLC; Investment related: Yes; Syosset, New York; Thoroughbred Racing; Partner (proprietor, partner, officer, director, employee, trustee, agent); 04/2022; During business hours: 1; After business hours: 2; Partner 50%
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-07 |
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