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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-04-27 |
| CT | RA | APPROVED | 2020-09-30 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2020 | Present |
| Sei Ivestments | Oaks | PA | 05/2019 | 06/2020 |
| Iu13 | Lancaster | PA | 06/2015 | 01/2018 |
| Weis Markets | Lititz | PA | 05/2016 | 08/2017 |
| Key Bank | Plymouth Meeting | PA | 05/2018 | 08/2018 |
| Bombergers | Lititz | PA | 06/2017 | 08/2017 |
| Kutztown University | Kutztown | PA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-30 |
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