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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED | 2023-07-14 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Nyu Stern School Of Business Dean's Office | New York | NY | 01/2014 | 05/2017 |
| Kkr | New York | NY | 09/2016 | 05/2017 |
| Nyu Stern School Of Business Communications Office | New York | NY | 09/2016 | 12/2016 |
| New York University Stern School Of Busienss | New York | NY | 08/2013 | 05/2017 |
| Morgan Stanley | Purchase | NY | 07/2017 | 07/2021 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | 07/2021 |
| Morgan Stanley | New York | NY | 07/2023 | Present |
| The Wharton School | Philadelphia | PA | 07/2021 | 05/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
*601789 - Phillips Academy Andover - Alumni Council; Investment related: No; Andover, Massachusetts; Education; Alumni Council Member - Alumni Admissions Representatives Committee(proprietor, partner, officer, director, employee, trustee, agent); 7/2024; During business hours: 0; After business hours: 5; Other:Administrative:Sales/Marketing
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-09-24 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-31 |
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