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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-10 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2019-07-05 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
50 Front Street, Binghamton, NY 13905 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Syracuse | NY | 05/2007 | 12/2017 |
| Bank Of America, N.A. | Syracuse | NY | 10/2015 | 12/2017 |
| Ubs Financial Services Inc. | Syracuse | NY | 12/2017 | 10/2018 |
| Wellcare | Liverpool | NY | 10/2018 | 06/2019 |
| Morgan Stanley | Syracuse | NY | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-10-22 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-18 |
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