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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| WI | RA | APPROVED | 2025-03-03 |
| NY | RA | APPROVED | 2022-03-04 |
Branch Locations
411 East Wisconsin Avenue Suite 2200, Milwaukee, WI 53202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Bistro Du Midi | Boston | MA | 02/2016 | 10/2016 |
| Fidelity Brokerage Services Llc | Boston | MA | 10/2016 | 07/2017 |
| Starpoint Solutions | Boston | MA | 07/2017 | 12/2017 |
| Morgan Stanley | Milwaukee | WI | 12/2017 | Present |
| Morgan Stanley Private Bank, N.A. | Syracuse | NY | 02/2022 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 2016-03-04 |
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