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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2025-03-04 |
| NJ | RA | APPROVED | 2023-10-20 |
Branch Locations
200 Route 31 North, Flemington, NJ 08822 • United States
Marco Island, FL • 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 | Flemington | NJ | 07/1996 | 10/2023 |
| Bank Of America, N.A. | Flemington | NJ | 09/2009 | 10/2023 |
| Morgan Stanley Smith Barney Llc | Flemington | NJ | 10/2023 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1992-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 1986-11-26 |
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