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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-10-02 |
| NY | RA | APPROVED | 2022-06-24 |
Branch Locations
Two Jericho Plaza, Jericho, NY 11753 • United States
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Quinnipiac University | Hamden | CT | 08/2013 | 05/2017 |
| Unemployed | Garden City | NY | 05/2017 | 07/2017 |
| Garden City Country Club | Garden City | NY | 05/2016 | 11/2016 |
| Axa Advisors, Llc | New York | NY | 07/2017 | 06/2020 |
| Equitable Advisors, Llc | New York | NY | 07/2017 | 05/2022 |
| Morgan Stanley | Garden City | NY | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2022 | Present |
*654133- Garden City Chamber of Commerce; Investment related: No; Garden City, New York; Civic/Religious/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 5; General Board Member, helping with events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-08-30 |
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