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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-08-26 |
| CT | RA | APPROVED | 2021-07-28 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Timmins Construction Company | Bellingham | MA | 01/2012 | 05/2018 |
| Blackhawk Pizza | Bellingham | MA | 05/2016 | 01/2018 |
| Citizens Bank | Medfield | MA | 06/2018 | 06/2021 |
| Citizens Securities, Inc | Medfield | MA | 07/2018 | 12/2020 |
| Bridgewater State University | Bridgewater | MA | 09/2014 | 05/2018 |
| Morgan Stanley | Middleton | MA | 07/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2020-02-03 |
| S63 | Uniform Securities Agent State Law Examination | 2018-09-24 |
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