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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2020-11-20 |
| TX | RA | APPROVED_RES | 2020-11-20 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Boston | MA | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2021 | Present |
| Coburn & Meredith Inc. | Hartford | CT | 11/2004 | 11/2020 |
NEADS, Princeton MA. Service Dog organization. I am treasurer. Not investment related. Approximately 1 hour a week, not during business hours. There is no compensation for this.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-11-28 |
| S66 | Uniform Combined State Law Examination | 1999-12-23 |
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