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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-10-17 |
| NJ | RA | APPROVED | 2021-02-19 |
| TX | RA | APPROVED_RES | 2021-02-19 |
Branch Locations
Boca Raton, FL • United States
51 John F Kennedy Pkwy 5Th Fl Office Center At Short Hills, Short Hills, NJ 07078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 02/2021 |
| Wells Fargo Clearing Services, Llc. | Short Hills | NJ | 02/2021 | Present |
MILBURN-SHORT HILLS VOLUNTEER FIRST AID SQUAD INC, INVT RELATED, MILBURN, NJ, INVESTMENT COMMITTEE, START DATE 1/2/2023, 0 HRS PER MONTH, 0 HRS DURING TRADING, ATTENDING MEETINGS TWICE A YEAR TO GIVE INPUT ON INVESTMENTS. TEMPLE SHAREY TEFILO-ISRAEL; NOT INV. RELATED; SOUTH ORANGE, NJ; INVESTMENT COMMITTEE MEMBER; START DATE 1/1/2025; 1 HR PER MONTH; 0 HRS PER MONTH; DUTIES: ATTEDNING MEETINGS, REVIEWING PERFORMANCE OF THE INVESTMENTS AND MAKING SURE THEY ARE IN LINE WITH THE TEMPLES GOALS.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 1979-11-12 |
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