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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2019-03-05 |
Branch Locations
One Ppg Place Suite1300, Pittsburgh, PA 15222 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securties, Inc. | Greensburg | PA | 06/2016 | 03/2019 |
| Morgan Stanley | Pittsburgh | PA | 03/2019 | Present |
1. Roundel Magazine; Investment related; column writer; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); Nov 2016; During business hours: 0; After business hours: 3; composing a monthly column about experiences of owning a Mini Cooper
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2007-06-12 |
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