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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-01-23 |
| TX | RA | APPROVED | 2026-01-23 |
Branch Locations
15 Independence Boulevard 1St Floor, Warren, NJ 07059 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Local 825 Operating Engineers | Springfield | NJ | 07/2003 | 06/2025 |
| New York Life Insurance Company | Horsham | PA | 06/2024 | 10/2024 |
| Nylife Securities Llc | Horsham | PA | 10/2024 | 10/2024 |
| Keller North America | Warren | NJ | 08/2024 | 09/2024 |
| Lpl Financial | Bridgewater | NJ | 06/2025 | 11/2025 |
| Morgan Stanley | Warren | NJ | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-28 |
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