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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-06 |
| CT | RA | APPROVED | 2018-10-31 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2016 | Present |
| Legacy Lacrosse Group | Weymouth | MA | 06/2013 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2019 | Present |
1. Legacy Lacrosse; Investment related No; Coaching; Independent Contractor (proprietor, partner, officer, director, employee, trustee, agent); May 2017; During business hours: 0; After business hours: 40; Goalie Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-31 |
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