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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-10-17 |
| TX | RA | APPROVED | 2022-10-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fis | Atlanta | GA | 04/2016 | 10/2017 |
| Ubs Financial Services Inc. | Atlanta | GA | 11/2017 | 06/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Hyannis | MA | 06/2021 | 09/2022 |
| Morgan Stanley | Hyannis | MA | 10/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-06 |
| S63 | Uniform Securities Agent State Law Examination | 2015-10-27 |
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