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730 Third Avenue, New York, NY 10017-3206 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VT | RA | APPROVED | 2026-01-23 |
| AL | RA | APPROVED | 2026-01-22 |
| TX | RA | APPROVED | 2025-10-28 |
| NJ | RA | APPROVED | 2025-08-08 |
| NY | RA | APPROVED | 2025-08-05 |
Branch Locations
730 Third Avenue Nyc Regional, New York, NY 10017 • United States
Bayonne, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Little Falls | NJ | 06/2016 | 06/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 06/2016 | 06/2017 |
| Wells Fargo Clearing Services Llc | Paramus | NJ | 06/2017 | 05/2018 |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 06/2018 | 12/2020 |
| Tiaa | New York | NY | 06/2018 | Present |
| Tiaa-Cref Individual & Institutional Services, Llc | New York | NY | 06/2025 | Present |
Name: Rental Home/Airbnb Position: Landlord/Owner Nature: My wife and I are renting rooms of our vacation home in Phoenix, Arizona on Airbnb. Airbnb is the only platform we are using. We never rent the whole house, just the rooms. Investment Related: Yes Hours: 1 Securities Trading Hours: 0 Start Date: 07/01/2021 Address: 7812 W Globe Ave, Phoenix AZ 85043, United States Description: I listed the property for rental on Airbnb and collect rental
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-08-05 |
| S66 | Uniform Combined State Law Examination | 2015-03-19 |
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