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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-11-28 |
Branch Locations
1585 Broadway, New York, NY 10036 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2021 | Present |
| Ruane, Cunniff And Goldfarb | New York | NY | 05/2019 | 08/2019 |
| Harvard University | Cambridge | MA | 09/2017 | 05/2021 |
| Scarsdale High School | Scarsdale | NY | 09/2013 | 06/2017 |
| Morgan Stanley | New York | NY | 06/2020 | 08/2020 |
I have an investment account with JPM that I have already disclosed with Morgan Stanley. The account was opened January 7th of 2020 which was 6 months before I did my summer internship with MS and then got invited back for full-time in 2021.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2021-08-09 |
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