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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| CT | RA | APPROVED | 2011-04-12 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Superior Builders | Billerica | MA | 08/2008 | Present |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | Present |
1. SUPERIOR BUILDERS - BILLERICA, MA - IS A BUILDING AND HOME REMODELING COMPANY. I WORK PART TIME ON THE WEEKENDS AS A CARPENTER WITH SUPERIOR BUILDERS. 2.*470089- Estate ; Investment related -Yes; Anderson, South Carolina; Estate ; Successor Role; 12/2021; During business hours: 0; After business hours: 0; *470086- Power of Attorney; Investment related Yes; Anderson, South Carolina; Power of Attorney; 12/2021; During business hours: 1; After business hours: 0; Estate Administration, Investment Decisions/Advice, Other
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-05-09 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-02 |
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