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Current Employers

Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

Authority	Category	Status	Date
TX	RA	APPROVED	2025-11-14
ME	RA	APPROVED	2025-10-23

TX RA
APPROVED

Since 2025-11-14
ME RA
APPROVED

Since 2025-10-23

Branch Locations

100 Middle Street 3Rd Floor, Portland, ME 04101 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

Regulatory action No
Criminal No
Bankruptcy No
Civil judicial No
Bond No
Judgment / lien No
Investigation No
Customer complaint No
Termination No

Employment History

Organization	City	State	From	To
Morgan Stanley	Portland	ME	08/2025	Present
Envestnet	Denver	CO	04/2014	08/2025
Morgan Stanley Private Bank, N.A	New York	NY	10/2025	Present

08/2025 → Present

Morgan Stanley

Portland, ME
04/2014 → 08/2025

Envestnet

Denver, CO
10/2025 → Present

Morgan Stanley Private Bank, N.A

New York, NY

Exams

Code	Exam	Date
S66	Uniform Combined State Law Examination	2025-10-22

S66 Uniform Combined State Law Examination

2025-10-22

View on SEC IAPD

Other Firms

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MASCOMA WEALTH MANAGEMENT

MAINE SECURITIES CORPORATION

PENOBSCOT FINANCIAL ADVISORS

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STEPHEN DANIEL POULOS

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LISA SUSAN DEMERS

Other Offices

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME

PORTLAND FINANCIAL PLANNING GROUP · PORTLAND, ME

J.P. MORGAN SECURITIES LLC · Portland, ME

GREAT DIAMOND PARTNERS, LLC · PORTLAND, ME

HARBOR INVESTMENT ADVISORS · PORTLAND, ME

BIGELOW INVESTMENT ADVISORS, LLC · PORTLAND, ME

BIGELOW INVESTMENT ADVISORS, LLC · Portland, ME

MASCOMA WEALTH MANAGEMENT · Portland, ME

More in Portland, ME

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