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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-10-25 |
| RI | RA | APPROVED | 2024-10-22 |
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
1 Technology Drive, Westborough, MA 01581 • United States
112 Worcester Street, Wellesley, MA 02481 • United States
225 Asylum Street 14Th Floor, Hartford, CT 06103 • United States
741 Boston Post Road, Madison, CT 06443 • United States
12 Coogan Boulevard Suite 201, Mystic, CT 06355 • United States
284-286 Bellevue Avenue, Newport, RI 02840 • United States
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
1500 Main Street 19Th Floor, Springfield, MA 01115 • United States
433 South Main Street, West Hartford, CT 06110 • United States
100 Front Street, Worcester, MA 01608 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Wellesley | MA | 09/2012 | Present |
| Morgan Stanley Private Bank, N.A. | Wellesley | MA | 09/2012 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-17 |
| S63 | Uniform Securities Agent State Law Examination | 2007-08-17 |
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