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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-06-30 |
| TX | RA | APPROVED_RES | 2023-06-30 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 07/2020 | 06/2022 |
| Black Rock Country Club | Hingahm | MA | 06/2015 | 08/2017 |
| Pennsylvania State University | State College | PA | 09/2017 | 05/2018 |
| Morgan Stanley | Boston | MA | 05/2018 | 08/2018 |
| Pennsylvania State University | State College | PA | 08/2018 | 05/2019 |
| Morgan Stanley | Boston | MA | 05/2019 | 08/2019 |
| Fiddelhead | State College | PA | 08/2019 | 02/2020 |
| Bagel Crust | State College | PA | 01/2020 | 02/2020 |
| Pennsylvania State University | State College | PA | 02/2020 | 05/2020 |
| Eaton Vance Distributors, Inc. | Boston | MA | 06/2022 | 06/2023 |
| Eaton Vance Management | Boston | MA | 06/2022 | 06/2023 |
| Morgan Stanley | Boston | MA | 06/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-05 |
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