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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-05-06 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Boston University | Boston | MA | 09/2018 | 05/2022 |
| Somerset Hills Country Club | Bernardsville | NJ | 07/2022 | 08/2025 |
| Vail Resorts | Avon | CO | 12/2022 | 04/2025 |
| Morgan Stanley | Morristown | NJ | 09/2025 | Present |
| Ridge High School | Basking Ridge | NJ | 09/2014 | 06/2018 |
*658796 - Somerset Hills Country Club; Investment related-No; Bernardsville, New Jersey; Golf; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2022; During business hours: 0; After business hours: 8; I am a caddy at Somerset Hills CC. I carry the golf bags of the two golfers I am assigned to that day. Additionally, I give them golfers advice, such as distance to the hole, where to aim, as well as reading their putts.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-05-05 |
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