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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-12-22 |
| TX | RA | APPROVED_RES | 2021-07-01 |
Branch Locations
53 State Street Suite 3600, Boston, MA 02109-1875 • United States
Cohasset, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney, Inc. | Boston | MA | 05/2010 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2017 |
| Rbc Capital Markets, Llc | Boston | MA | 08/2017 | Present |
| City National Bank | Boston | MA | 03/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 1998-08-25 |
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