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45 Braintree Hill Park Suite #402, Braintree, MA 02184 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2023-11-17 |
| TX | RA | APPROVED | 2023-11-17 |
Branch Locations
45 Braintree Hill Park Suite #402, Braintree, MA 02184 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Norwell | MA | 09/2015 | 11/2023 |
| Stablepoint Partners, Llc | Braintree | MA | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2020 | Present |
*454245- South SHore Health Development Committee; Investment related -No; Weymouth, Massachusetts; Health and Welfare; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2021r; During business hours: 0; After business hours: 8; Marketing, Fundraising Licensed insurance professional; Investment-related; Same Address; Individual Capacity; Less than 10% of time during the month.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2001-12-06 |
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