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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-01-31 |
| NH | RA | APPROVED | 2025-01-23 |
Branch Locations
1155 Elm Street 6Th Floor, Manchester, NH 03101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Raymond James Financial Services Inc | Manchester | NH | 06/2016 | 05/2022 |
| Steward Partners Investment Advisory, Llc | Manchester | NH | 06/2016 | 01/2025 |
| Steward Partners Global Advisory | Manchester | NH | 06/2016 | 01/2025 |
| Rsg Advisory | Manchester | NH | 07/2017 | 08/2018 |
| Steward Partners Investment Solutions, Llc | Manchester | NH | 05/2022 | 01/2025 |
| Morgan Stanley Smith Barney Llc | Manchester | NH | 01/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-02-24 |
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