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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-02-20 |
| TX | RA | APPROVED_RES | 2019-08-30 |
| CA | RA | APPROVED | 2019-05-30 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Los Angeles | CA | 02/2019 | Present |
| Bny Mellon Wealth Management | Denver | CO | 08/2015 | 10/2017 |
| Rj & Makay | Denver | CO | 01/2018 | 10/2018 |
| Unemployed | Denver | CO | 10/2018 | 01/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | Present |
| Morgan Stanley | Short Hills | NJ | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-16 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-03 |
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