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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-08 |
| CT | RA | APPROVED | 2023-05-02 |
Branch Locations
545 Long Wharf Drive 7Th Floor, New Haven, CT 06511 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New Haven | CT | 02/2023 | Present |
| Tide Line Customs Llc | Branford | CT | 02/2022 | 01/2023 |
| Thimble Island Brewing Company Llc | Branford | CT | 11/2019 | 01/2022 |
| Trinity College | Hartford | CT | 01/2017 | 06/2021 |
| Extended Travel | Branford | CT | 01/2015 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
*569270 - New England Oyster Farm LLC; Investment related-Yes; Madison, Connecticut; Agriculture; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 20; Business Development/Growth *587976 - Rental Poperty; Investment related Yes; Madison, Connecticut; Rental Property; Owner of home (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 05; Property Management *595631- Sea Sprite Sport Fishing; Investment related -No; Old Saybrook, Connecticut; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 06/2024; During business hours: 0; After business hours: 40; Customer Service, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-05-02 |
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