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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-06-04 |
| NY | RA | APPROVED | 2025-06-03 |
| TX | RA | APPROVED | 2025-06-03 |
Branch Locations
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 |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown | NY | 05/2016 | 05/2025 |
| Bank Of America, N.A. | Smithtown | NY | 05/2016 | 05/2025 |
| Ace Electronicz, Inc. | Shoreham | NY | 10/2013 | Present |
| Morgan Stanley Smith Barney Llc | Garden City | NY | 06/2025 | Present |
| Morgan Stanley Smith Barney Llc | Fort Lauderdale | FL | 06/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
(1) Ace Electronicz, Inc. / Not Investment Related / Shoreham, NY / electronics distribution (cell phones) / President / Start October 2013 / 5 hours during the weekend / 0 during trading / Responsible for manning online store, orders, inventory, purchasing, selling and distribution of electronics (cell phones, just the device no plans). *645092 - AceXotic Motors LLC; Investment related-Yes; Medford, New York; Personal Holding Company used to own exotic cars; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2023; During business hours: 0; After business hours: 2;holding company to be used for liability purposes to protect assets.. (3) Rental Property 1 / Not Investment Related / Shoreham, NY / Co-Owner with other family members / Start 15-November-2023 / 0 hours. *645074- Rental Property; Investment related-Yes; Shoreham, New York; Rental Property; co-owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 2; Property Management *645057- Ace Electronicz, Inc.; Investment related: No; Medford, New York; Personal Holding Company; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 02/2014; During business hours: 0; After business hours: 2; holding company to be used for liability purposes to protect assets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-10 |
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