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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-01 |
| CT | RA | APPROVED | 2021-04-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Eaton Vance Management | Boston | MA | 10/2017 | 02/2018 |
| Morgan Stanley | Westborough | MA | 06/2015 | 09/2017 |
| Student | Na | MA | 01/2000 | 05/2017 |
| Columbia Management Investment Distributors Inc | Boston | MA | 02/2018 | 02/2021 |
| Morgan Stanley | Westborough | MA | 03/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
*504976 - Ruth H and Warren A Ellsworth Foundation; Investment related No; worcester, Massachusetts; Art/Culture, Children/Youth, Civic/Community, Disaster Relief, Economic Assistance, Education, Environmental, Health and Welfare, Humanitarian, Land Preservation, Medical; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 8; Grant making: for further details on what is involved with the grant making process and decision making please see below in the compensation section.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-07-11 |
| S63 | Uniform Securities Agent State Law Examination | 2018-04-03 |
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