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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-05-23 |
| TX | RA | APPROVED | 2025-05-23 |
Branch Locations
821 Preempiton Road Building 400, Geneva, NY 14456 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Pittsford | NY | 07/2020 | 05/2025 |
| United States Army | Fort Sill | OK | 07/2019 | 07/2020 |
| United States Army | Fort Hood | TX | 11/2018 | 07/2019 |
| United States Army | Camp Arifjan | 12/2017 | 11/2018 | |
| United States Army | Fort Hood | TX | 11/2016 | 12/2017 |
| United States Army | Fort Sill | OK | 05/2016 | 11/2016 |
| Morgan Stanley Smith Barney Llc | Geneva | NY | 05/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2025 | Present |
VMI Alumni Association / Lexington, VA / Not Investment Related / Officer / Start 01-July-2024 / 20 hours / 0 during trading / President of Buffalo/Rochester VMI Alumni Association. I will host events to and organize Alumni of VMI to continue comradery among the local Alumni and support new students in going to VMI.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-10-29 |
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