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270 Park Avenue, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-12 |
| TX | RA | APPROVED_RES | 2023-05-11 |
Branch Locations
1735 Market Street Suite 3110, Philadelphia, PA 19103 • United States
225 South Street 2Nd Floor, Morristown, NJ 07960 • 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 Wealth Management | Morristown | NJ | 11/2012 | 05/2023 |
| J.P. Morgan Securities Llc | Morristown | NJ | 05/2023 | Present |
| Jpmorgan Chase Bank, N.A. | Morristown | NJ | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
Entity Name: Rental Property Investment related: No Address: Manchester Township, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2004 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Rental Property Investment related: No Address: Passaic NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/1995 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Rental Property Investment related: No Address: 19B Whiting, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2004 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property Entity Name: Rental Property Investment related: No Address: 19C Whiting, NJ Nature of the other business: Real Estate Position/Title/Relationship: Owner/Partner Start Date: 01/01/2004 Approximate # of hours a week: 0-10 Approximate # of hours during securities trading hours: 0 Briefly describe your duties: rental property
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-09 |
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