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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED | 2025-07-02 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Jericho | NY | 03/2014 | 09/2016 |
| Twenty Five Restaurant Group | Roslyn Heights | NY | 04/2011 | 12/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 09/2016 | 07/2025 |
| Bank Of America, N.A. | Garden City | NY | 12/2016 | 07/2025 |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-10-23 |
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