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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2024-03-13 |
Branch Locations
One Harbour Place Suite 325, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oracle Corporation | Burlington | MA | 07/2016 | 03/2017 |
| Morgan Stanley | Manchester | NH | 03/2017 | 03/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | 03/2024 |
| Oppenheimer & Co. Inc | Portsmouth | NH | 03/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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