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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2019-08-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citigroup Global Markets Inc. | Greenwich | CT | 05/2007 | 09/2016 |
| Morgan Stanley | Wellesley | MA | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A. | Wellesley | MA | 08/2019 | Present |
| Fieldpoint Private Bank And Trust | Greenwich | CT | 09/2016 | 08/2017 |
| Fieldpoint Private Securities Llc | Greenwich | CT | 09/2016 | 08/2017 |
| Unemployed | Norwalk | CT | 09/2017 | 07/2019 |
*686493- Jay Land Cabin LLC; Investment related: Yes; Windham, New Hampshire; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 5; Property Management, Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Customer Service, Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2004-07-08 |
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