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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
301 Congress Avenue Suite 1400, Austin, TX 78701 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wells Fargo Advisors Financial Network, Llc | Manasquan | NJ | 05/2016 | 02/2017 |
| Foresters Advisory Services | Edison | NJ | 03/2017 | 05/2017 |
| National Securities Corp | New York | NY | 05/2018 | 12/2018 |
| Hollywood Golf Club | Deal | NJ | 05/2017 | 05/2018 |
| Wells Fargo Bank, Na | Holmdel | NJ | 12/2018 | 11/2019 |
| The Ayco Company, L.P./Mercer Allied | Parsippany | NJ | 11/2019 | 01/2021 |
| Michaels | Brick | NJ | 01/2018 | 04/2018 |
| Ups | Lakewood | NJ | 12/2017 | 01/2018 |
| Goldman Sachs & Co. Llc | New York | NY | 01/2021 | 08/2022 |
| Morgan Stanley | New York | NY | 08/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-05-05 |
| S63 | Uniform Securities Agent State Law Examination | 2015-02-06 |
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