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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2026-04-15 |
| TX | RA | APPROVED | 2023-09-12 |
| NJ | RA | APPROVED | 2023-09-01 |
| NY | RA | APPROVED | 2023-09-01 |
Branch Locations
2141 Rosecrans Avenue Suite 3100, El Segundo, CA 90245 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2019 | 06/2020 |
| University Of Delaware | Newark | DE | 09/2015 | 06/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2018 | 08/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 06/2020 | 11/2020 |
| Morgan Stanley Smith Barney Llc | New York | NY | 11/2020 | 11/2021 |
| Morgan Stanley | El Segundo | CA | 08/2023 | Present |
| Keybank | New York | NY | 12/2021 | 07/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-09-21 |
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