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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2023-05-18 |
| NH | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED | 2022-07-22 |
Branch Locations
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mfs Fund Distributors, Inc | Boston | MA | 06/2013 | 09/2021 |
| Morgan Stanley | Portsmouth | NH | 06/2022 | Present |
| Cribstone Capital Management, Llc | Brunswick | ME | 10/2021 | 06/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-07-29 |
| S63 | Uniform Securities Agent State Law Examination | 2012-09-28 |
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