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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-12-13 |
| CT | RA | APPROVED | 2022-12-09 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Lpl Financial Llc | Boston | MA | 08/2012 | 05/2017 |
| Citizens Securities, Inc. | Canton | MA | 05/2017 | 10/2022 |
| Morgan Stanley | Boston | MA | 10/2022 | Present |
532183 - Rental; Investment related -Yes; Malden, Massachusetts; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2014; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2017-11-14 |
| S65 | Uniform Investment Adviser Law Examination | 2007-09-20 |
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