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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 03/2014 | 08/2017 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 08/2017 | 07/2021 |
| Morgan Stanley | Middleton | MA | 09/2024 | 07/2026 |
| Nicholas P Dinatale, Cpa | Stoneham | MA | 07/2024 | 08/2024 |
| Unemployed | Saugus | MA | 07/2021 | 08/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-04-23 |
| S66 | Uniform Combined State Law Examination | 2009-10-06 |
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