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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-11 |
| TX | RA | APPROVED | 2024-10-11 |
Branch Locations
350 East Las Olas Boulevard Suite 1500, Fort Lauderdale, FL 33301 • United States
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Command Brokerage Services | Fort Worth | TX | 10/2021 | 03/2024 |
| Iona Preparatory School | New Rochelle | NY | 08/2013 | 06/2017 |
| Loyola University Maryland | Baltimore | MD | 08/2017 | 05/2018 |
| Merrill Lynch | New York | NY | 05/2018 | 08/2018 |
| Loyola University Maryland | Baltimore | NY | 09/2018 | 05/2019 |
| Merrill Lynch | New York | NY | 05/2019 | 08/2019 |
| Loyola University Maryland | Baltimore | NY | 09/2019 | 05/2020 |
| Loyola University Maryland | Baltimore | MD | 08/2020 | 05/2021 |
| Panera Bread Llc | Columbus | GA | 08/2021 | 10/2022 |
| Morgan Stanley | Fort Lauderdale | FL | 04/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-10-11 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-19 |
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