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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2021-02-05 |
| TX | RA | APPROVED | 2021-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 12/1994 | 01/2021 |
| Bank Of America, N.A. | New York | NY | 05/2015 | 01/2021 |
| Morgan Stanley Smith Barney Llc | Red Bank | NJ | 01/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
*465996- RVCS Enterprises; Investment related No; Roswell, Georgia; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 15; Administrative, Accounting/Bookkeeping, Business Development/Growth, Labor/Service *462514- Trust; Investment related Yes; Brooklyn, New York; Trust; Trustee/Co-Trustee; 03/2015; During business hours: 0; After business hours: 0; Insurance Trust - no trading
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 1984-02-08 |
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