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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NC | RA | APPROVED | 2026-07-07 |
| NY | RA | APPROVED | 2022-03-15 |
| TX | RA | APPROVED | 2020-04-08 |
| CT | RA | APPROVED | 2018-09-04 |
Branch Locations
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P. Morgan Chase Bank, N.A. | Greenwich | CT | 11/2016 | 10/2017 |
| Unemployed | Larchmont | NY | 07/2016 | 10/2016 |
| J.P. Morgan Securities, Llc | Greenwich | CT | 11/2016 | 10/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Fairfield | CT | 10/2017 | 08/2018 |
| Bank Of America, N.A. | Fairfield | CT | 03/2018 | 08/2018 |
| Morgan Stanley Smith Barney Llc | Stamford | CT | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-14 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-27 |
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