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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-01-08 |
Branch Locations
500 Campus Dr, Florham Park, NJ 07932 • United States
115 W Century Rd, Paramus, NJ 07652 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2011 | 03/2019 |
| First Republic Bank | New York | NY | 04/2019 | 05/2023 |
| J.P. Morgan Securities Llc | New York | NY | 06/2023 | 09/2023 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-05 |
| S63 | Uniform Securities Agent State Law Examination | 2011-05-19 |
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