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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-01-18 |
| CT | RA | APPROVED | 2017-04-27 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Bank, N.A. | Boston | MA | 10/2015 | 03/2017 |
| Td Private Client Wealth | Boston | MA | 10/2015 | 03/2017 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 03/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2017 | Present |
*569777- Boston Collegiate Charter School; Investment related: No; Dorchester, Massachusetts; Public Schools; Board Member, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 3; Focuses on areas of governance - supporting the School's mission, providing oversight of academics and finances, ensuring adequate finacnial and facility resources for the school, ensuring the strength and health of the school, and developing relationships between the School and the communit.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-04-11 |
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