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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2018-08-14 |
| TX | RA | APPROVED | 2018-08-13 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
Devon, PA • 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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 05/2006 | 08/2018 |
| Bank Of America, N.A. | Stamford | CT | 08/2009 | 08/2018 |
| Morgan Stanley | Philadelphia | PA | 08/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-11-17 |
| S63 | Uniform Securities Agent State Law Examination | 1999-02-24 |
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