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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-09-22 |
| NY | RA | APPROVED | 2021-07-06 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 02/2021 | 06/2021 |
| Rochester Institute Of Technology | Rochester | NY | 08/2016 | 05/2018 |
| Lenels2 (Carrier Company) | Rochester | NY | 06/2018 | 05/2021 |
| Morgan Stanley | Rochester | NY | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2021 | Present |
*545712 - Shift2; Investment related - No; Rochester, New York; Children/Youth, Civic/Community, Environmental; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2023 ; During business hours: 0; After business hours: 2; Marketing, Business Development/Growth. *618958 - Instacart; Investment Related - No; San Francisco, California; Retail/Online Stores; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 11/2024; During Business Hours: 0; After Business Hours: 2; Shopper. *629844 - Lifespan; Investment Related - No; rochester, New York; Civic/Community; Advisory Board, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2025; During Business Hours: 1; After Business Hours: 1; Marketing.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-24 |
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