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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-05 |
| CT | RA | APPROVED | 2016-11-08 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Stamford | CT | 11/2011 | 10/2016 |
| Morgan Stanley | New York | NY | 11/2016 | Present |
*471124- SAGRA Ventures LLC; Investment related Yes; Fort Myers, Florida; Retail/Online Stores, Technology; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2022; During business hours: 0; After business hours: 5; Sales/Marketing *614257- Author of Book - The Lost Art of Entertaining; Investment related: No; Fort Myers, Florida; Education; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2024; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-07-24 |
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