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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-27 |
| VI | RA | APPROVED | 2023-09-27 |
| NY | RA | APPROVED | 2023-08-05 |
Branch Locations
1211 Avenue Of The Americas Suite 3300, New York, NY 10036 • United States
New York, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Llc | New York | NY | 07/2022 | 07/2023 |
| Shady Side Academy | Oakmont | PA | 06/2014 | 06/2018 |
| Cornell University | Ithaca | NY | 06/2018 | 12/2021 |
| Paley Advisors | New York | NY | 06/2019 | 08/2019 |
| Morgan Stanley | New York | NY | 06/2020 | 08/2020 |
| Morgan Stanley | New York | NY | 06/2021 | 08/2021 |
| N/A | New York | NY | 12/2021 | 07/2022 |
| Rbc Capital Markets, Llc | New York | NY | 07/2023 | Present |
| City National Bank | New York | NY | 10/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-08-05 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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