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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-10 |
| TX | RA | APPROVED | 2024-09-06 |
| NJ | RA | APPROVED | 2022-10-25 |
| NY | RA | APPROVED | 2022-10-24 |
Branch Locations
1200 South Pine Island Road Suite 800, Plantation, FL 33324 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Plantation | FL | 07/2022 | Present |
| Morgan Stanley | Purchase | NY | 06/2021 | 08/2021 |
| Granahan Investment Management | Waltham | MA | 07/2020 | 08/2020 |
| University Of Redlands | Redlands | CA | 08/2018 | 04/2022 |
| The Federal Reserve Bank Of St. Louis | St. Louis | MO | 05/2018 | 08/2018 |
| Mccluer High School | Florissant | MO | 08/2014 | 05/2018 |
Common Interest, Investment-related, Address: 160 Durham Ave Suite 105, Metuchen, Nj, 08840 Nature: Investment company Position: investor/customer Relationship: Advisee/customer/investor Start date:11/2020 Hours: n/a Duties: n/a *564048 - Infinite Harmony LLC ; Investment related - Yes ; Wayne, New Jersey ; Retail/Online Stores ; Partner(proprietor, partner, officer, director, employee, trustee, agent) ; 07/2023 ; During business hours : 0 ; After business hours : 50 ;Business Development/Growth, Sales/Marketing, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-22 |
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