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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-21 |
| TX | RA | APPROVED | 2022-11-21 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
Pittsford, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 05/2012 | 11/2022 |
| Morgan Stanley | Rochester | NY | 11/2022 | Present |
*531778 - Power of Attorney; Investment related: Yes; Naples, New York; 11/2022; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 2010-04-22 |
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