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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-12-01 |
| NY | RA | APPROVED | 2023-11-15 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2023 | Present |
| Alliancebernstein | New York | NY | 02/2007 | 12/2022 |
| Unemployed | New York | NY | 01/2023 | 10/2023 |
*573826 - Friends Fiduciary Corporation; Investment Related - No; New York, New York; Religious; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2020; During Business Hours: 1; After Business Hours: 1; Participate in committee discussions about asset allocation, manager reviews and socially responsible investment issues.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-11-27 |
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