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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-13 |
| CT | RA | APPROVED | 2026-03-02 |
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 | 04/2024 | Present |
| E3 Financial Planning | Needham | MA | 01/2020 | 08/2021 |
| Stadium Performance | Dedham | MA | 06/2017 | 06/2018 |
| Newton South High School | Newton | MA | 08/2018 | 11/2018 |
| H.Y.P. | Needham | MA | 05/2018 | 05/2020 |
| Chakra Power Yoga | Sudbury | MA | 09/2019 | 07/2023 |
| The Alpine Gym | Framingham | MA | 07/2023 | 07/2024 |
| Elon University | Elon | NC | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-02 |
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