Jacob M Battipaglia

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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
NY	RA	APPROVED	2026-02-18

NY RA
APPROVED

Since 2026-02-18

Branch Locations

1 New York Plaza, New York, NY 10004 • United States

2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
M Holdings Securities, Inc.	Portland	OR	07/2024	01/2025
Bleakley Financial Group	Fairfield	NJ	06/2023	08/2023
River Capital Group	New York	NY	06/2022	08/2022
Indiana University	Bloomington	IN	08/2020	05/2024
Marlboro High School	Marlboro	NJ	09/2016	08/2020
Morgan Stanley	New York	NY	02/2025	Present

07/2024 → 01/2025

M Holdings Securities, Inc.

Portland, OR
06/2023 → 08/2023

Bleakley Financial Group

Fairfield, NJ
06/2022 → 08/2022

River Capital Group

New York, NY
08/2020 → 05/2024

Indiana University

Bloomington, IN
09/2016 → 08/2020

Marlboro High School

Marlboro, NJ
02/2025 → Present

Morgan Stanley

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2026-02-16
S63	Uniform Securities Agent State Law Examination	2025-03-29

S66 Uniform Combined State Law Examination

2026-02-16
S63 Uniform Securities Agent State Law Examination

2025-03-29

Other Names

Jacob M Battipaglia
Jake M Battipaglia
Jacob Battipaglia
Jacob Michels Battipaglia

View on SEC IAPD

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