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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| NY | RA | APPROVED | 2022-02-23 |
| NJ | RA | APPROVED | 2018-03-20 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Addison Capital | Philadelphia | PA | 06/2016 | 09/2016 |
| Rose Events Llc | Metuchen | NJ | 03/2011 | 11/2017 |
| Morgan Stanley Smith Barney Llc | Lawrenceville | NJ | 12/2017 | Present |
| Rider University | Lawerenceville | NJ | 08/2015 | 05/2017 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
1. Rose Events LLC; Not Investment related; Metuchen, NJ; Wedding Coordination; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Mar 2018; During business hours: 0; After business hours: 12; I am a per diem wedding coordinator for a wedding planner that employees me for day of coordination. Very basic work 2. *457987- Trust; Investment related Yes; Somerset, New Jersey; Trust; Trustee/Co-Trustee; 10/2021; During business hours: 2; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-03-20 |
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