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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2022-01-18 |
| TX | RA | APPROVED | 2022-01-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman Sachs & Co. | New York | NY | 10/1995 | 04/2018 |
| Wells Fargo Clearing Services | Red Bank | NJ | 04/2020 | 12/2021 |
| Wells Fargo Bank | Red Bank | NJ | 12/2018 | 04/2020 |
| Unemployed | Staten Island | NY | 05/2018 | 12/2018 |
| Morgan Stanley | Red Bank | NJ | 01/2022 | Present |
*678744- JD Mac Heating & Air; Investment related-Yes; Belford, New Jersey; Construction/Engineering; Officer (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 3; Administrative, Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-09 |
| S63 | Uniform Securities Agent State Law Examination | 2008-06-02 |
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