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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-16 |
| NY | RA | APPROVED | 2022-05-13 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated : 7691 | Pittsford | NY | 06/2008 | 02/2017 |
| Bank Of America, N.A. | Pittsford | NY | 11/2009 | 02/2017 |
| Ubs Financial Services Inc. | Rochester | NY | 02/2017 | 05/2022 |
| Morgan Stanley Smith Barney Llc | Rochester | NY | 05/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2022 | Present |
*661647 - Irondequoit Country Club; Investment related: No; Rochester, New York; Country Club; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 2; Providing feedback and guidance on capital projects and the overall financial condition and dealings of the club.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-28 |
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