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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-16 |
| TX | RA | APPROVED | 2025-05-16 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 02/2013 | 05/2025 |
| Bank Of America, N.A. | Pittsford | NY | 04/2013 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Rochester | NY | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-27 |
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