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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-02-27 |
| TX | RA | APPROVED | 2025-03-14 |
| NY | RA | APPROVED | 2023-09-02 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 07/2021 | Present |
| Morgan Stanley | Purchase | NY | 06/2020 | 08/2020 |
| Emory University | Atlanta | GA | 09/2017 | 05/2021 |
| John Jay | South Salem | NY | 01/2010 | 08/2017 |
*546102 - Hayden Cassone Tennis Coach; Investment related No; New York, New York; Private Tennis Coaching; Private Tennis Coach (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 25; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-09-02 |
| S63 | Uniform Securities Agent State Law Examination | 2022-03-19 |
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