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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-18 |
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 |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Rochester | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*677969 - Rochester Makerspace; Investment related No; Rochester, New York; Education: Other; Employee: Other Volunteer Area Manager for a specific set of tools. Also 1099 paid position as instructor (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 20; Labor/Service: Other Router Area Manager & 1099 Paid Instructor
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-01 |
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