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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-06 |
| CT | RA | APPROVED | 2023-06-01 |
| NY | RA | APPROVED | 2023-06-01 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
Revere, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 10/2021 | Present |
| Nepc, Llc | Boston | MA | 09/2019 | 09/2021 |
| Mercer Investment Management | Boston | MA | 10/2013 | 09/2019 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-06-01 |
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