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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_RES | 2025-09-10 |
| NJ | RA | APPROVED | 2025-09-09 |
| NY | RA | APPROVED | 2025-09-09 |
Branch Locations
19 Center St, Chatham, NJ 07928 • United States
485 Madison Ave 6Th Floor [Satellite], New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | New York | NY | 05/2010 | 09/2025 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2025 |
| Wells Fargo Advisors Financial Network, Llc | New York | NY | 09/2025 | Present |
Long Branch NJ Arts Council; Investment related - No; Government / Municipality / Political; Board member (proprietor, partner, officer, director, employee, trustee, agent); 12/2008; During business hours: 0.0; After business hours: .30 *521418 - Trust; Investment related: Yes; Sunny Isles Beach, Florida; Trust; Trustee/Co-Trustee; 06/2012; During business hours: 6; After business hours: 0; THE GOLDBERG FAMILY TRUST -MOTHER; INV RELATED; SOMERSET COUNTY, NJ;TRUSTEE/CO-TRUSTEE; START DATE: 10/24/2000; 3 HRS PER MONTH; 3 HRS DURING TRADING;| LEXINGTON WEALTH MANAGEMENT; INV RELATED; RED BANK, NJ; S CORP ;100% OWNERSHIP; START DATE: 09/09/2025; 1 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-07-29 |
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