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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED_RES | 2025-05-23 |
Branch Locations
Beechwood Office Park., 2678 South Road, Poughkeepsie, NY 12601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial | Charlotte | NC | 05/2012 | 09/2016 |
| First Niagara Bank | Vassar | NY | 05/2012 | 09/2016 |
| Key Investment Services Llc | Poughkeepsie | NY | 09/2016 | 01/2017 |
| Keybank | Wappingers Falls | NY | 09/2016 | 05/2018 |
| Key Investment Services Llc | Poughkeepsie | NY | 01/2017 | 05/2025 |
| Morgan Stanley Smith Barney Llc | Poughkeepsie | NY | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-02 |
| S63 | Uniform Securities Agent State Law Examination | 2000-03-08 |
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