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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-06 |
| NJ | RA | APPROVED | 2025-09-03 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 08/2022 | 05/2023 |
| Columbia University In The City Of New York | New York | NY | 09/2019 | 05/2022 |
| Mercer County Community College | West Windsor | NJ | 01/2017 | 12/2018 |
| United States Army | Fort Stewart | GA | 02/2014 | 11/2016 |
| Unemployed | Princeton | NJ | 12/2018 | 09/2019 |
| Northwestern Mutual | New York | NY | 07/2023 | 10/2023 |
| Ubs Financial Services Inc. | Princeton | NJ | 01/2024 | 06/2025 |
| Davis Walker Financial Services, Llc | Princeton | NJ | 08/2023 | 01/2024 |
| Morgan Stanley | Lawrenceville | NJ | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-12-28 |
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