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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-07-22 |
| NY | RA | APPROVED | 2026-07-21 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 08/2021 | 11/2023 |
| Silver Spring Country Club | Ridgefield | CT | 06/2019 | 06/2021 |
| Terra Restaurant | Danury | CT | 06/2018 | 08/2018 |
| Windmill Diner | Danbury | CT | 02/2015 | 06/2019 |
| Jim Dinardo | New York | NY | 01/2024 | 07/2026 |
| Kevin Luchetta | New York | NY | 01/2024 | 07/2026 |
| Stephen Schwartz | New York | NY | 01/2024 | 07/2026 |
| Northwestern Mutual Investment Services Llc | New York | NY | 04/2024 | 07/2026 |
| Northwestern Mutual Wealth Management Company | Milwaukee | WI | 11/2025 | 07/2026 |
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-10-02 |
| S63 | Uniform Securities Agent State Law Examination | 2021-09-07 |
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