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155 Seaport Blvd, Boston, MA 02210-2698 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-31 |
| NY | RA | APPROVED | 2025-03-31 |
| TX | RA | APPROVED_RES | 2025-03-31 |
Branch Locations
1551 Old Country Rd, Plainview, NY 11803-5014 • United States
Massapequa, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | 09/2018 |
| Morgan Stanley | Jericho | NY | 12/2015 | 09/2018 |
| Jp Morgan Securities, Llc | Oceanside | NY | 09/2018 | 06/2020 |
| Jp Morgan Chase Bank, N.A. | Oceanside | NY | 09/2018 | 06/2020 |
| Fidelity Investments | Garden City | NY | 06/2020 | Present |
| Fidelity Investments | Boston | MA | 03/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-03-27 |
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