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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-02-13 |
| NJ | RA | APPROVED | 2019-11-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Little Falls | NJ | 06/2014 | 10/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2019 |
| Wells Fargo Clearing Services Llc | Paramus | NJ | 10/2019 | Present |
ETSY; NOT INV RELATED; MONTVALE, NJ; 100% OWNERSHIP WITH SPOUSE; 06/2025; 5 HOURS PER MONTH; 5 HOURS DURING TRADING; ASSIST SPOUSE WITH SIDE BUSINESS | N9691J LLC ;INV RELATED; WAYNE,NJ; OWNERSHIP OF PERSONAL AIRCRAFT;50% OWNERSHIP; START DATE: 08/01/2025; 4 HRS PER MONTH; 0 HRS DURING TRADING;|
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-11-26 |
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