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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-25 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Park City | UT | 12/2019 | 03/2020 |
| Factset Research Systems | New York | NY | 06/2017 | 12/2019 |
| Elon University | Elon | NC | 08/2013 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Park City | UT | 03/2020 | 01/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2020 | 01/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New Canaan | CT | 03/2024 | 05/2026 |
| Bank Of America, N.A. | New Canaan | CT | 04/2024 | 05/2026 |
| Morgan Stanley | Purchase | NY | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-03-01 |
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