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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-04-26 |
| CT | RA | APPROVED | 2022-09-15 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2015-05-06 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 01/2015 | Present |
1.Proleve; Investment related: No; Wellness supplements; Independent Contractor(proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 10; Manage event staff selling wellness products at farmers' markets
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-15 |
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