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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-07-11 |
| NY | RA | APPROVED | 2022-07-08 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
1 disclosure category 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 10/2009 | 07/2022 |
| Bank Of America, N.A. | Garden City | NY | 01/2010 | 07/2022 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-06-26 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-23 |
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