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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2017-02-23 |
| NJ | RA | APPROVED | 2017-02-21 |
Branch Locations
South Orange, NJ • United States
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • 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 | Short Hills, | NJ | 06/2009 | 02/2017 |
| Morgan Stanley | Short Hills | NJ | 02/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1984-08-17 |
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