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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| RI | RA | APPROVED | 2026-07-14 |
| TX | RA | APPROVED | 2026-07-14 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc. | Westwood | MA | 03/2020 | 06/2021 |
| Unemployed | Norwood | MA | 06/2019 | 03/2020 |
| Geode Capital Management, Llc | Boston | MA | 03/2018 | 06/2019 |
| Proshare Advisors, Llc | Bethesda | MD | 09/2015 | 01/2018 |
| Securities America, Inc. | Westborough | MA | 06/2021 | 06/2022 |
| The Patriot Financial Group Llc | Westborough | MA | 06/2021 | 02/2022 |
| Klr Investment Advisors, Llc | Providence | RI | 02/2022 | 07/2023 |
| Citizens Securities, Inc. | Westwood | MA | 07/2023 | 08/2025 |
| Citizens Securities Inc., | Boston | MA | 08/2025 | 07/2026 |
| Morgan Stanley Smith Barney Llc | Norwell | MA | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-02 |
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