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501 N Broadway, St Louis, MO 63102 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-09-30 |
| TX | RA | APPROVED_RES | 2020-02-19 |
| CT | RA | APPROVED | 2020-02-03 |
Branch Locations
1040 Broad Street Suite 301, Shrewsbury, NJ 07702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2016 | 04/2018 |
| Ubs Financial Services Inc. | New York | NY | 04/2018 | 12/2019 |
| Stifel Nicolaus & Co Inc | New York | NY | 02/2020 | Present |
1. Real Estate Investment Property; 3257 Washington Road, Parlin, NJ 08859; Rental Property; Co-Owner; 11/18/1983; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 2. Rivtech Portable Cinemas, LLC; 3 Marcia Street, Parlin, NJ 08859; Seasonal Entertainment Business; Co-Owner; 07/02/2009; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 3. Rental Property; 154 Armstrong Avenue Jersey City, NJ 07305; Rental Property; Co-Owner; 02/10/2008; 0 Hours per Day; Not During Securities Trading Hours; Investment-Related. 4. Rental Property; 6158 Daerr Ridge Street Zephyrhills FL 33542; Rental - Townhouse; Co-Owner; None - Husband will manage rental property; 07/11/2025; 1 hr/month; Not during security trading hours; Investment-Related
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-21 |
| S63 | Uniform Securities Agent State Law Examination | 2001-05-10 |
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