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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-05-26 |
| TX | RA | APPROVED | 2023-05-26 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 01/2012 | 05/2023 |
| Bank Of America, N.A. | Boston | MA | 02/2012 | 05/2023 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2023 | Present |
The Reserve at Nara Park Condominium Trust; Non-Investment Related / Acton, MA / Administration of the affairs of the condo, such as maintenance, repairs or improvements, enforce rules and responsibilities. Delegating certain tasks to other trustees.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-06-15 |
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