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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
Branch Locations
1633 Broadway, New York, NY 10019 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 04/2013 | 11/2016 |
| Ef Legacy Securities, Llc | Henrico | VA | 02/2017 | 10/2018 |
| Edelman Financial Services, Llc | Fairfax | VA | 02/2017 | 11/2018 |
| Cgi | Toronto, Ontario | 02/2019 | 03/2020 | |
| Morgan Stanley | New York | NY | 03/2020 | Present |
*530905 - Sax Salon Enterprises LLC; Investment related: Yes; Toms River, New Jersey; Retail/Online Stores; Officer (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 4; Owner - passive business income *667684 - SaxAppEnterprises LLC; Investment related: Yes; Toms River, New Jersey; Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 8; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-29 |
| S65 | Uniform Investment Adviser Law Examination | 2000-12-13 |
| S63 | Uniform Securities Agent State Law Examination | 1995-06-23 |
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