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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-09-23 |
| TX | RA | APPROVED | 2024-09-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Merrimack | NH | 08/2022 | 04/2023 |
| Unemployed | Dover | MA | 05/2022 | 08/2022 |
| Framingham State Office Of Development And Alumni Relations | Framingham | MA | 01/2022 | 05/2022 |
| Framingham State University | Framingham | MA | 01/2020 | 05/2022 |
| Elon University | Elon | NC | 08/2018 | 12/2019 |
| Trustees Of Reservation (Powisset Farm) | Dover | MA | 05/2019 | 08/2019 |
| Morgan Stanley | Wellesley | MA | 05/2021 | 08/2021 |
| Dover-Sherborn Regional High School | Dover | MA | 08/2014 | 05/2018 |
| Santander Bank, Na | Boston | MA | 04/2023 | 04/2024 |
| Santander Securities, Llc | Dorchester | MA | 06/2023 | 04/2024 |
| Morgan Stanley | Wellesley | MA | 09/2024 | Present |
| Unemployed | Dover | MA | 04/2024 | 09/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-06 |
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