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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-01-13 |
| TX | RA | APPROVED | 2023-01-13 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Folsom | PA | 11/2021 | 01/2023 |
| Bank Of America, N.A. | Folsom | PA | 11/2021 | 01/2023 |
| Unemployed | Villanova | PA | 05/2021 | 11/2021 |
| Hill Cadillac | Newtown Square | PA | 01/2019 | 05/2021 |
| Aronimink Golf Club | Newtown Square | PA | 05/2012 | 11/2019 |
| Empire Valet Llc | Radnor | PA | 01/2018 | 01/2019 |
| Nueman Catering | New York | NY | 10/2017 | 10/2018 |
| Resicor | Wayne | PA | 11/2016 | 05/2018 |
| Garmen Decal | King Of Prussia | PA | 05/2013 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Berwyn | PA | 01/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-31 |
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