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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-07-23 |
| NY | RA | APPROVED | 2025-07-23 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hennion & Walsh | Parsippany | NJ | 06/2017 | 05/2020 |
| Drew University | Madison | NJ | 08/2013 | 07/2017 |
| Ubs Financial Services Inc. | Weehawken | NJ | 05/2020 | 01/2024 |
| Morgan Stanley | Purchase | NY | 07/2025 | Present |
| Magis Capital Partners Llc | Berwyn | PA | 01/2024 | 01/2025 |
| Unemployed | Hoboken | NJ | 02/2025 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-01-30 |
| S63 | Uniform Securities Agent State Law Examination | 2017-09-28 |
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