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Killington, VT • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-06-01 |
| NJ | RA | APPROVED | 2026-06-01 |
| VT | RA | APPROVED | 2026-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Red Bank | NJ | 03/2008 | 05/2017 |
| Morgan Stanley Smith Barney | Red Bank | NJ | 06/2009 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | 05/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Short Hills | NJ | 05/2017 | 11/2018 |
| Bank Of America, N.A. | Short Hills | NJ | 05/2017 | 11/2018 |
| Personal Capital Advisors | San Francisco | CA | 11/2018 | 09/2019 |
| Alpenglow Advisors Llc | Middletown | NJ | 10/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-09-10 |
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