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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-11-30 |
| NJ | RA | APPROVED | 2021-11-24 |
Branch Locations
77 Broad St, Red Bank, NJ 07701 • United States
Matawan, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Credit Suisse Securities (Usa) Llc | New York | NY | 11/2008 | 10/2017 |
| Morgan Stanley | New York | NY | 10/2017 | 10/2021 |
| Morgan Stanley Services Group, Inc | New York | NY | 10/2017 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham | NJ | 10/2021 | Present |
I*2032293, Entity Type Fiduciary, Name of OBA: L D Address: Old Bridge, New Jersey, 08857 Investment Related: No Position, Title, Association: Power of Attorney Employee Start Date: 03-Oct-2024 No Hours: 2 weekly No Hours during trading: 0 Duties:
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-10-21 |
| S63 | Uniform Securities Agent State Law Examination | 2009-02-13 |
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