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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-05-12 |
| TX | RA | APPROVED | 2023-05-12 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsburgh | PA | 05/2008 | 02/2018 |
| Morgan Stanley | Vineland | NJ | 02/2018 | 05/2023 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | 05/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Mount Laurel | NJ | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2018 | 05/2023 |
| Bank Of America, N.A. | Mount Laurel | NJ | 07/2023 | Present |
1.Atiov LLC; Investment related: Yes; Milmay, NJ; A technology company offering technology support and resources; member/owner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; 2.Vineland Development Corporation; Investment related: No; Government / Municipality / Political; Board Director (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 1; After business hours: 0; *382381 - Vineland Revolving Loan Fund (VRLF); Investment related - No; Government / Municipality / Political; Board of Director (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019. I*1313253 For profit or not for profit: Entity For Profit Name of outside business organization: Atiov, LLC Investment related: N Address of business: OBA, OBA, OBA Nature of business: ["Limited Liability Company"] Position, title, association: ["Owner"], Start date of relationship: 5/22/2023 Number of hours devoted: 10 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: , Atiov, LLC is a sole member LLC formed in the State of NJ. The company is a technology company meant to offer technical support and resources to small businesses. The work would be outsourced and therefore there would be a minimal amount of time required (less than 10 hours per month after business hours (nights/weekends).
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-04-27 |
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