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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-14 |
| NJ | RA | APPROVED | 2025-03-10 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
13024 Ballantyne Corporate Place Suite 150, Charlotte, NC 28277 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Wbw Consulting | Chatham | NJ | 01/2024 | 09/2024 |
| Morgan Stanley | Morristown | NJ | 09/2024 | Present |
| Pwc, Llp | Florham Park | NJ | 02/2005 | 12/2023 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-29 |
| S63 | Uniform Securities Agent State Law Examination | 1998-07-23 |
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