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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-02-17 |
| TX | RA | APPROVED | 2026-02-17 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Florham Park | NJ | 06/2014 | 07/2017 |
| Ubs Financial Services | Florham Park | NJ | 07/2017 | 04/2021 |
| Rockefeller Capital Management | Florham Park | NY | 04/2025 | 01/2026 |
| Rockefeller Financial Llc | Florham Park | NJ | 04/2025 | 01/2026 |
| Ubs Financial Services | Florham Park | NJ | 04/2021 | 04/2025 |
| Morgan Stanley | Morristown | NJ | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-28 |
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