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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-02-13 |
| TX | RA | APPROVED_RES | 2026-02-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| M&T Securities Inc. | Buffalo | NY | 08/2013 | 06/2021 |
| Lpl Financial Llc | Buffalo | NY | 06/2021 | 02/2026 |
| Morgan Stanley Smith Barney Llc | Olean | NY | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*681086 - Owner occupied rental unit (2 family dwelling); Investment related: Yes; Buffalo, New York; Real Estate; homeowner (proprietor, partner, officer, director, employee, trustee, agent); 02/2003; During business hours: 0; After business hours: 5; Property Management *704449- Ellicottville Ski Club; Investment related No; Ellicottville, New York; Recreation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 2; Social chair
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2017-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-10 |
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