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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-04-25 |
| NJ | RA | APPROVED | 2023-09-28 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • 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 |
|---|---|---|---|---|
| Bank Of America | Florham Park | NJ | 12/2007 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-09-05 |
| S63 | Uniform Securities Agent State Law Examination | 1998-05-08 |
| S65 | Uniform Investment Adviser Law Examination | 1998-05-08 |
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