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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2020-12-17 |
| PA | RA | APPROVED | 2020-01-08 |
Branch Locations
1100-1800 American Blvd, Pennington, NJ 08534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Philadelphia | PA | 02/2018 | 09/2019 |
| Elliott-Lewis Corporation | Philadelphia | PA | 04/2007 | 01/2017 |
| Unemployed | Mullica Hill | NJ | 01/2017 | 02/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | 09/2019 |
| Unemployed | Philadelphia | PA | 09/2019 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Philadelphia | PA | 12/2019 | Present |
| Bank Of America, N.A. | Philadelphia | PA | 01/2020 | Present |
1. Rowan University; Not Investment related; Glassboro, NJ; Higher Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 2; After business hours: 2; Teaching a capstone course titled Business Policy to undergraduate seniors and a Principles of Finance course.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-02-08 |
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