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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-05 |
| TX | RA | APPROVED | 2023-05-05 |
Branch Locations
888 Veterans Memorial Highway Suite 300, Hauppauge, NY 11788 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Smithtown | NY | 11/1989 | 05/2023 |
| Bank Of America, N.A. | Smithtown | NY | 07/2014 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Hauppauge | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-09-11 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-06 |
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