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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-22 |
| PA | RA | APPROVED | 2021-09-07 |
| NJ | RA | APPROVED | 2021-07-29 |
| TX | RA | APPROVED_RES | 2021-07-22 |
Branch Locations
1735 Market Street 44Th Floor, Philadelphia, PA 19103 • United States
501 Fellowship Road, Mt. Laurel, NJ 08054 • United States
Boca Raton, FL • United States
Margate City, NJ • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney | Mount Laurel | NJ | 03/2012 | 07/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2021 |
| Ubs Financial Services | Philadelphia | PA | 07/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-03 |
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