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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2019-12-11 |
Branch Locations
1200 Lenox Drive, Lawrenceville, NJ 08648 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
1 New York Plaza, New York, NY 10004 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Plainsboro | NJ | 02/2006 | 12/2019 |
| Morgan Stanley Smith Barney Llc | New York | NY | 12/2019 | Present |
*385972 - Preston Avenue Summer Breeze Condominium Association; Investment related - No; West Windsor, NJ; Real Estate; Treasurer (proprietor, partner, officer, director, employee, trustee, agent); July 2002; During business hours: 0; After business hours: 10; Accounting/Bookkeeping, Check Signing/Funds Disbursements. MY WIFE AND I OWN A CONDOMINIUM IN PHILADELPHIA. WE MAINTAIN THIS AS A RENTAL PROPERTY. I SPEND LESS THAN ONE HOUR PER MONTH MANAGING THIS PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-05-04 |
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