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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-10-05 |
| NJ | RA | APPROVED | 2021-07-30 |
| TX | RA | APPROVED_RES | 2021-07-30 |
Branch Locations
8889 Pelican Bay Boulevard Suite 300, Naples, FL 34108 • United States
150 Jfk Parkway 2Nd Floor, Short Hills, NJ 07078 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Florham Park | NJ | 07/2009 | 07/2021 |
| Bank Of America,N.A. | Florham Park | NJ | 06/2011 | 07/2021 |
| Morgan Stanley Smith Barney Llc | Short Hills | NJ | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | Present |
I*38481 For profit or not for profit: For-Profit Organization Name of outside business organization: jamsage llc Investment related: N Address of business: naples, Florida 34102 Nature of business: LLC, Position, title, association: , Start date of relationship: 2/19/2011 Number of hours devoted: 1 hour(s) Quarterly Number of hours devoted during trading hours: 1 Duties: owned apartment that will be rented periodically
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1985-10-01 |
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