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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/1982 | 05/2023 |
| Bank Of America, N.A. | Smithtown | NY | 06/2011 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Hauppauge | NY | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
*555151 - Rental Property; Investment related: Yes; selden, New York; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2011; During business hours: 0; After business hours: 0; silent partner (2) *OBI - 555153 - home town rentals ; Investment related - Yes ; selden, New York ; Rental Property ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 1/2021 ; During business hours : 0 ; After business hours : 0 ; silent partner
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 1984-04-30 |
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