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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-04-26 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| CT | RA | APPROVED | 2018-01-25 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
1212 Troy Schenectady Road, Latham, NY 12110 • United States
Schenectady, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Saratoga Springs | NY | 01/2013 | 02/2017 |
| Morgan Stanley | Niskayuna | NY | 02/2017 | Present |
Jay's Painting; Investment related - No; Painting; (proprietor, partner, officer, director, employee, trustee, agent); 12/2016; During business hours: 0; After business hours: 1; Signor for business expenses and creates invoices
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-03-12 |
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