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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-03-18 |
| PA | RA | APPROVED | 2021-03-11 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Philadelphia | PA | 02/2016 | 07/2017 |
| School | Baltimore | MD | 05/2007 | 05/2017 |
| Morgan Stanley Smith Barney Llc | Bryn Maw | PA | 07/2017 | 01/2019 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2017 | 01/2019 |
| Lincoln Financial Advisors | Philadelphia | PA | 01/2019 | 12/2020 |
| Lincoln Financial Securities Corporation | Philadelphia | PA | 01/2019 | 12/2020 |
| Morgan Stanley | Bryn Mawr | PA | 02/2021 | 07/2022 |
| Morgan Stanley | Berwyn | PA | 07/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2025 | Present |
Dript, LLC; non investment-related; 720 South Sartain Street, Unit 1 Philadelphia, PA 19147; Coffee Roasting and Distribution; CEO; 05/13/2019; 20 hours/month; 0 hours/month during securities trading hours; I run sales and marketing for Dript Coffee Co. as a side-project outside of regular business hours.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-22 |
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