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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2023-09-01 |
| PA | RA | APPROVED | 2023-09-01 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • 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 | Princeton | NJ | 01/2009 | 09/2023 |
| Bank Of America, N.A. | Princeton | NJ | 06/2011 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Lawrenceville | NJ | 09/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2023 | Present |
*577052 - canine support teams; Investment Related - No; murrieta, California; Animals; Advisory Board (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 10/2020; During Business Hours: 0; After Business Hours: 3; Fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1984-07-31 |
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