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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-04-18 |
| NJ | RA | APPROVED | 2024-04-17 |
Branch Locations
331 Newman Springs Road Building 3 Suite 330 [Satellite], Red Bank, NJ 07701 • United States
7200 Wisconsin Ave Ste 903, Bethesda, MD 20814 • United States
3 disclosure categories 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 Smith Barney | Red Bank | NJ | 10/2009 | 04/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2024 |
| Wells Fargo Advisors Financial Network, Llc | Red Bank | NJ | 04/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
HAMILTON CAPITAL ADVISORS, LLC, INVT RELATED, RUMSON, NJ, 100% OWNERSHIP, START DATE 4/25/2024, 5 HRS PER MONTH, 0 HRS DURING TRADING, FINET PRACTICE.| BAVUSO GP, LLC; INV RELATED; RUMSON, NJ; 90% OWNERSHIP; START DATE 05/09/2025; 4 HOURS PER MONTH; 4 HOURS DURING TRADING; FORMED TO SELL A % TO A LLC
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1994-04-06 |
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