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40 Wall Street Suite 3602, New York, NY 10005 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2026-07-30 |
| CA | RA | APPROVED | 2026-03-04 |
| CT | RA | APPROVED | 2025-01-22 |
Branch Locations
8 Wright Street 1St Floor, Westport, CT 06824 • United States
40 Wall Street Suite 3602, New York, NY 10005 • United States
40 Wall Street Suite 3602, New York, NY 10005 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fairfield | CT | 12/2015 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | 01/2019 |
| International Assets Advisory, Llc | Fairfield | CT | 01/2019 | 01/2025 |
| International Assets Investment Management, Llc | Fairfield | CT | 01/2019 | 01/2025 |
| R. F. Lafferty & Co., Inc. | Easton | CT | 01/2025 | Present |
1) FIRST SERV BRIDGEPORT - PO BOX 185574, HAMDEN, CT 06518 - NON-PROFIT URBAN YOUTH PROGRAM - BOARD CHAIR SINCE 08/2015 - APPROX 12 HRS/MO - NO COMPENSATION 2) DAVID REISS - 64 MOONGATE, LAKE PLACID, NY 12946 - RENTAL PROPERTY - OWNER/LANDLORD SINCE 10/2012 - APPROX 5 HRS/MO - RENTAL INCOME 3) DPR WEALTH MANAGEMENT 8 WRIGHT STREET, 1ST FLOOR, WESTPORT, CT 06824 - PRIVATE LABEL ENTITY FOR SECURITIES BUSINESS - MANAGING DIRECTOR SINCE 2/2020 - APPROX 160 HRS/MO - COMMISSIONS
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-03-02 |
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