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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-13 |
| NY | RA | APPROVED | 2025-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Hackettstown | NJ | 06/2016 | 12/2016 |
| Axa Advisors, Llc. | New York | NY | 12/2016 | 03/2017 |
| Morgan Stanley | New York | NY | 04/2017 | 02/2022 |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | 02/2022 |
| Jpmorgan & Chase | New York | NY | 03/2022 | 07/2023 |
| Citigroup | New York | NY | 08/2023 | 04/2024 |
| Morgan Stanley | New York | NY | 06/2025 | Present |
| Unemployed | Jersey City | NJ | 05/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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