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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-22 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho | NY | 06/2015 | 04/2022 |
| Bank Of America, N.A. | Jericho | NY | 10/2015 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 04/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-10-07 |
| S63 | Uniform Securities Agent State Law Examination | 1996-05-15 |
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