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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-08-01 |
| TX | RA | APPROVED | 2025-08-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Fidelity Personal And Workplace Advisors | Boston | MA | 07/2018 | 04/2019 |
| New York Life Insurance Co. | Jacksonville | FL | 05/2019 | 03/2020 |
| Nylife Securities Llc | Jacksonville | FL | 05/2019 | 03/2020 |
| Fidelity Brokerage Services, Llc | Mountain View | CA | 04/2020 | 03/2022 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Palo Alto | CA | 07/2022 | 08/2025 |
| Unemployed | Los Altos | CA | 03/2022 | 07/2022 |
| Bank Of America, N.A. | Palo Alto | CA | 08/2022 | 08/2025 |
| Morgan Stanley Smith Barney Llc | Palo Alto | CA | 08/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
| Fidelity Investments | Jacksonville | FL | 10/2006 | 04/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-08-16 |
| S63 | Uniform Securities Agent State Law Examination | 2001-06-15 |
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