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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-01-24 |
| NJ | RA | APPROVED | 2019-08-07 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pennington | NJ | 09/2018 | 06/2019 |
| General Nutrition Center | Piscataway | NJ | 09/2014 | 08/2018 |
| Morgan Stanley | Morristown | NJ | 05/2017 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Morristown | NJ | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2019 | Present |
*558579- Business Networking International; Investment related-No; Charlotte, North Carolina; Networking; Vice President of Chapter (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 5; Administrative:Business Development/Growth, Referrals, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-06 |
| S63 | Uniform Securities Agent State Law Examination | 2019-04-09 |
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