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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-08-29 |
| CT | RA | APPROVED | 2025-08-19 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Market Basket | Plymouth | MA | 06/2016 | 02/2018 |
| Pinehills Golf Course | Plymouth | MA | 05/2018 | 08/2018 |
| Beat The Streets Providence | Providence | RI | 01/2020 | 09/2020 |
| Student | Smithfield | RI | 08/2017 | 05/2021 |
| Student | Kingston | MA | 08/2010 | 06/2017 |
| Northwestern Mutual Life Insurance Company | Milwaukee | WI | 09/2020 | 06/2022 |
| Northwestern Mutual Investment Services Llc | Braintree | MA | 08/2021 | 06/2022 |
| Morgan Stanley | Boston | MA | 12/2022 | Present |
| Unemployed | Plymouth | MA | 07/2022 | 11/2022 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-19 |
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