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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-01-20 |
| CT | RA | APPROVED | 2024-11-11 |
Branch Locations
100 Front Street, Worcester, MA 01608 • United States
28 State Street 26Th Floor, Boston, MA 02109 • United States
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 |
|---|---|---|---|---|
| Symmetry Partners, Llc | Glastonbury | CT | 08/2015 | 03/2017 |
| Morgan Stanley | Boston | MA | 09/2024 | Present |
| Opus Investment Management | Worcester | MA | 03/2017 | 04/2024 |
| Unemployed | Westminster | MA | 05/2024 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
*666598- Vermont Captive Insurance Association; Investment related: No; South Burlington, Vermont; nonprofit trade association for the captive insurance industry; Member Engagement Committee (proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 1; After business hours: 1; responsible for developing and implementing strategies to increase the involvement, satisfaction, and retention of members within the organization.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-11 |
| S65 | Uniform Investment Adviser Law Examination | 2016-02-18 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-26 |
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