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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2025-04-25 |
| TX | RA | APPROVED | 2025-04-25 |
Branch Locations
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hobart College | Geneva | NY | 08/2016 | 05/2017 |
| Bny Mellon Wealth Management | Boston | MA | 06/2017 | 08/2017 |
| Hobart College | Geneva | NY | 08/2017 | 05/2018 |
| Bny Mellon Wealth Management | Boston | MA | 06/2018 | 06/2019 |
| Bka Financial | Elmira | NY | 07/2019 | 09/2024 |
| The Leaders Group, Inc. | Littleton | CO | 09/2019 | 09/2024 |
| Morgan Stanley | Providence | RI | 03/2025 | Present |
| Massachusetts Army National Guard | Hanscom Afb | MA | 04/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*633008- Massachusetts Army National Guard; Investment related: Yes; Hanscom AFB, Massachusetts; Military; 2nd Lieutenant - Engineer Officer (proprietor, partner, officer, director, employee, trustee, agent); 04/2021; During business hours: 0; After business hours: 40; Mission Planning, Risk Management, Logistics Planning, etc.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-24 |
| S63 | Uniform Securities Agent State Law Examination | 2020-01-31 |
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