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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-12-08 |
| TX | RA | APPROVED | 2023-12-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Manasquan | NJ | 10/2012 | 12/2023 |
| Morgan Stanley Smith Barney Llc | Toms River | NJ | 12/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2024 | Present |
*579103- Grace and Peace Church; Investment related: No; Toms River, New York; Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 4; Business Development/Growth *579106- America's Keswick Colony of Mercy; Investment related: No; Whiting, New Jersey; Religious; Volunteer counseling (proprietor, partner, officer, director, employee, trustee, agent); 01/2017; During business hours: 0; After business hours: 4; Counseling men in recovery in reestablishing their credti and financial condition
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 1994-05-25 |
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