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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 |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-02 |
| TX | RA | APPROVED_RES | 2025-07-02 |
Branch Locations
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 | Jericho | NY | 01/2009 | 09/2016 |
| Morgan Stanley Smith Barney | Jericho | NY | 06/2009 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2016 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Garden City | NY | 09/2016 | 07/2025 |
| Bank Of America, N.A. | Garden City | NY | 09/2016 | 07/2025 |
| Wells Fargo Clearing Services, Llc | Woodbury | NY | 07/2025 | Present |
I*132895 For profit or not for profit: Non-Profit Organization Name of outside business organization: Chabad of Roslyn Investment related: N Address of business: Roslyn Heights, New York 11577 Nature of business: Charitable Organization, Position, title, association: Advisory Board Member, Start date of relationship: 8/3/2020 Number of hours devoted: 1 hour(s) Monthly Number of hours devoted during trading hours: 0 Duties: religious institution
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1993-05-07 |
| S63 | Uniform Securities Agent State Law Examination | 1982-12-28 |
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