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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-04-06 |
| NJ | RA | APPROVED | 2020-07-28 |
| TX | RA | APPROVED_RES | 2020-07-24 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
3801 Pga Boulevard Suite 700, Palm Beach Gardens, FL 33410 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 01/2008 | 07/2020 |
| Bank Of America, N.A. | Florham Park | NJ | 05/2019 | 07/2020 |
| Morgan Stanley Smith Barney Llc | Palm Beach Gardens | FL | 07/2020 | Present |
*667292 - Investment Property; Investment related: Yes; Palm Beach Gardens, Florida; Rental Property; Joint owner with Carlos Manalansan (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-05-08 |
| S63 | Uniform Securities Agent State Law Examination | 2002-02-08 |
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