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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-17 |
| TX | RA | APPROVED | 2026-08-14 |
Branch Locations
2150 Highway 35 Suite 200, Sea Girt, NJ 08750 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sea Girt | NJ | 06/2022 | 03/2023 |
| Jimmy's Cucina | Brielle | NJ | 05/2014 | 10/2017 |
| Newlin Construction | Bay Head | NJ | 05/2014 | 09/2019 |
| Bcdr Solutions | New Jersey | NJ | 05/2021 | 05/2022 |
| Monmouth University | Long Branch | NJ | 01/2018 | 12/2022 |
| Wagner College | Staten Island | NY | 08/2017 | 01/2018 |
| Cheshire Academy | Cheshire | CT | 09/2016 | 05/2017 |
| Morgan Stanley | Sea Girt | NJ | 08/2023 | Present |
| Bcdr Solutions | New Jersey | NJ | 04/2023 | 07/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-07 |
| S63 | Uniform Securities Agent State Law Examination | 2026-05-14 |
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