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2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-05-11 |
| CT | RA | APPROVED | 2026-02-23 |
| TX | RA | APPROVED | 2026-02-23 |
Branch Locations
2200 Atlantic Street Suite 200, Stamford, CT 06902 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2015 | 02/2026 |
| Morgan Stanley Private Bank, National Association | Boston | MA | 10/2015 | 02/2026 |
| Newedge Securities Llc | Pittsbiurgh | PA | 02/2026 | Present |
| Newedge Wealth | Stamford | CT | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2015 | Present |
1. The Boys and Girls Club Of Greenwich*no Invest*Greenwich, CT*Social Service 501(c)(3)*Treasurer, Co-Head of Finance Committee*As a Board member, my role is to work with senior finance and management employees of the Club to oversee the financial soundness of the Club as well as regularly report the Club's financials to the Board.*7/1/2016*0 Trade/8 Non trade
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1996-12-13 |
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