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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-13 |
| CT | RA | APPROVED | 2023-05-23 |
| NY | RA | APPROVED | 2023-05-23 |
Branch Locations
750 Seventh Avenue, New York, NY 10019 • United States
2000 Westchester Avenue, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Jpmorgan Investment Management Inc. | New York | NY | 01/2011 | 03/2019 |
| J.P. Morgan Institutional Investments Inc. | New York | NY | 01/2011 | 03/2019 |
| Morgan Stanley | New York | NY | 01/2021 | Present |
| Bankers Healthcare Group | New York | NY | 03/2019 | 06/2020 |
| Homemaking | Stamford | CT | 06/2020 | 01/2021 |
| Morgan Stanley & Co. Llc | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-29 |
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