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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-11-13 |
| MA | RA | APPROVED | 2022-05-24 |
| TX | RA | APPROVED | 2021-05-07 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
North Falmouth, MA • United States
Naples, FL • United States
2 disclosure categories 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 |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Boston | MA | 04/1994 | 04/2021 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 04/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2021 |
| Oppenheimer & Co, Inc | Boston | MA | 05/2021 | Present |
1. 400 FLAGSHIP DRIVE, UNIT 501, NAPLES, FL 34108. ANDREW OWNS THIS RENTAL PROPERTY, CURRENTLY, 6 MONTH RENTAL AT $5,500/MONTH STARTING 9/1/2021. PREVIOULSY RENTED AS MONTH TO MONTH (MAY 2021, JUNE 2021 AT $6,500/MO). DOES NOT RENT TO CLIENTS-LISTED/RENTED USING A REAL ESTATE AGENT IN FL 2. I AM THE OWNER (50%) & MANAGER OF AJ MICHIENZI PROPERTIES LLC. THE REMAINING 50% OF AJ MICHIENZI PROPERTIES IS OWNED BY MY WIFE JANET MICHIENZI. AJ MICHIENZI PROPERTIES LLC MANAGES RENTAL PROPERTIES.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-10-04 |
| S63 | Uniform Securities Agent State Law Examination | 1986-08-06 |
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