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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-31 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 06/2020 | 07/2021 |
| Pennsylvania State University | University Park | PA | 06/2016 | 06/2020 |
| Willowbend Country Club | Mashpee | MA | 05/2018 | 09/2019 |
| Grome Contracting | Framingham | MA | 05/2017 | 08/2017 |
| Natixis Distribution, Llc | Boston | MA | 08/2021 | 07/2026 |
| Natixis Advisors, Llc | Boston | MA | 08/2021 | 07/2026 |
| Morgan Stanley | Boston | MA | 08/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-04 |
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