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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| FL | RA | APPROVED | 2021-01-19 |
| NJ | RA | APPROVED | 2017-12-05 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
928 North Collier Boulevard 3Rd Floor, Marco Island, FL 34145 • 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 |
|---|---|---|---|---|
| Wells Fargo Advisors | Spring Lake | NJ | 09/2012 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Spring Lake | NJ | 11/2016 | 12/2017 |
| Morgan Stanley Smith Barney Llc | Sea Girt | NJ | 12/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2017 | Present |
| Morgan Stanley Smith Barney Llc | Marco Island | FL | 07/2021 | Present |
HEALTHY HART FITNESS LLC; NOT INVESTMENT RELATED; BALLSTON LAKE, NY; 33% OWNERSHIP; HEALTH CLUB; START DATE 3/20/2015; 10 HRS PER MONTH; 0 HRS DURING TRADING.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-07-03 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-18 |
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