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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_RES | 2023-02-16 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Wellesley | MA | 09/2016 | 08/2022 |
| Morgan Stanley Smith Barney Llc | Norwell | MA | 08/2022 | Present |
*669433 - Wings For Widows; Investment related: No; W. Silver Lake, Minnesota; Education; CFP Volunteer(proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 4; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-08-10 |
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