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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-04-28 |
| TX | RA | APPROVED | 2025-04-28 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2022 | 03/2025 |
| Selectre | Boston | MA | 06/2018 | 09/2018 |
| Cp Management | Exeter | NH | 06/2018 | 07/2018 |
| Target | Salem | MA | 11/2016 | 01/2017 |
| Massachusetts Information Technology Center | Chelsea | MA | 06/2016 | 09/2016 |
| Quinnipiac University | Hamden | CT | 08/2018 | 05/2022 |
| Lynn English High School | Lynn | MA | 09/2014 | 06/2018 |
| Vinwood Caterers | Ipswich | MA | 07/2017 | 09/2017 |
| Bank Of America Merrill Lynch | Boston | MA | 06/2021 | 08/2021 |
| Bank Of America Merrill Lynch | Boston | MA | 06/2020 | 08/2020 |
| Morgan Stanley | Middleton | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-11-21 |
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