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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 |
| NJ | RA | APPROVED | 2017-03-01 |
| TX | RA | APPROVED_RES | 2017-03-01 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 | New York | NY | 03/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 11/1993 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
1. 434577- bernards township school district; Investment related- No; basking ridge, Nebraska; Education; substitute teacher license; May 2021 ; During business hours:0 ; Administrative 2. *453170 - Ridge Youth Sports Inc; Investment related - No; basking ridge, New Jersey; Non-Profit; Director (proprietor, partner, officer, director, employee, trustee, agent); September 2021; During business hours: 0; After business hours: 8; Administrative *531370 - gill st bernards school; Investment related: No; gladstone, New Jersey; Education; basketball coach (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 20; coaching kids in varsity basketball
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-04-13 |
| S65 | Uniform Investment Adviser Law Examination | 1994-04-13 |
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