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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-04-22 |
| TX | RA | APPROVED | 2022-04-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Llc | Garten City | NY | 10/2010 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Jericho | NY | 09/2016 | 04/2022 |
| Morgan Stanley Smith Barney Llc | Jericho | NY | 04/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-16 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-05 |
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