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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-11-14 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Peabody | MA | 01/2009 | 12/2020 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 12/2020 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2020 | Present |
(1) 420026 - Trust; Investment Related; Ponte Vedra Beach, FL; Trustee; Start January 2018; During business hours: 0; After business hours: 1 (2) 420184 - Golf Fights Cancer; Not Investment Related; Norton, MA; Health and Welfare; Board Member, Investment Committee; Apr 2021; During business hours: 1; attend Board meetings and serve on investment committee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-01-17 |
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