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144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2017-10-06 |
Branch Locations
144 Turnpike Road, Suite 215, Southborough, MA 01772 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Boston | MA | 08/2008 | 09/2017 |
| Morgan Stanley Smith Barney | Boston | MA | 06/2009 | 09/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2017 |
| Livelife Capital Partners | Southborough | MA | 10/2017 | Present |
| Purshe Kaplan Sterling Investments, Inc | Albany | NY | 10/2017 | Present |
1. Mauro's Café LLC. Not Investment Related. 372 Union Street, Ashland, MA 01721. Managing Member to oversee financials. 01/2020. 2% of time. 2. Ash Brokerage. Not Investment Related. 888 S. Harrison St, Suite 900, Fort Wayne, IN 46802. Independent contractor as insurance agent. 11/2017. 2% of time. 3. Aspen Fox Real Estate LLC. Not Investment Related. 88 Frankland Road, Hopkinton, MA 01748. Managing member to oversee real estate. 03/2025. 1% of time.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-04-10 |
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