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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-09-30 |
| PA | RA | APPROVED | 2024-08-13 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Mass Mutual Life Insurance Company | Lancaster | PA | 06/2017 | 01/2020 |
| Mml Investors Services | Lancaster | PA | 02/2018 | 01/2020 |
| Iron Hill Brewery And Restaurant | Lancaster | PA | 05/2016 | 08/2017 |
| Morgan Stanley | Lancaster | PA | 05/2020 | 08/2020 |
| Uber | Lancaster | PA | 07/2016 | Present |
| Lyft | Lancaster | PA | 01/2019 | 12/2023 |
| Eminent Fitness 87 | Lancaster | PA | 01/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2020 | 08/2020 |
| Morgan Stanley | New York | NY | 06/2022 | 03/2024 |
| Morgan Stanley | Lancaster | PA | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*606178- Eminent Fitness 87 LLC; Investment related -Yes; Lancaster, Pennsylvania; Wholesale/Distribution; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2016; During business hours: 0; After business hours: 3; Administrative *606175 - Uber; Investment related -No; San Francisco, California; Automotive/Transportation; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 06/2016; During business hours: 0; After business hours: 10; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-29 |
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