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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2017-08-09 |
Branch Locations
2775 Sand Hill Road Suite 120, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Schwartz Flansburg Pllc | Las Vegas | NV | 06/2015 | 12/2016 |
| Schwartz Realty | Las Vegas | NV | 06/2015 | 12/2016 |
| Morgan Stanley | Menlo Park | CA | 04/2017 | Present |
| Adlava | Las Vegas | NV | 01/2017 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
1) Coaching; Investment related No; (proprietor, partner, officer, director, employee, trustee, agent); Feb 2018; During business hours: 0; After business hours: 0; I am coaching at Sacred Heart Schools solely as a lacrosse coach *371217- ADVNC Lacrosse; Investment related- No; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); June 2019; During business hours: 0; After business hours: 10; Coaching lacrosse team
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-09 |
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