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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-12 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| NJ | RA | APPROVED | 2017-06-28 |
Branch Locations
20 Linden Place, Red Bank, NJ 07701 • United States
1030 Broad Street 3Rd Floor, Shrewsbury, NJ 07702 • United States
Staten Island, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 12/2015 | 05/2017 |
| Morgan Stanley | Red Bank | NJ | 05/2017 | Present |
Rental Property; Staten Island, NY; Rental; Investment related; Sole Proprietor / Owner / Partner; 02/2015; During business hours: 0; After business hours: .5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-05-25 |
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