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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-14 |
| NY | RA | APPROVED | 2021-08-29 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
Baldwinsville, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Syracuse | NY | 10/2018 | Present |
| Hiscock Legal Aid Society | Syracuse | NY | 01/2016 | 10/2018 |
| Exceptional Family Resources | Syracuse | NY | 08/2013 | 10/2018 |
*480847 -Power of Attorney; Investment related - Yes; La Fayette, New York; 12/2021; During business hours: 0; After business hours: 0 * 478609 - Trust; Investment related Yes; Lafayette, New York; Trust; Trustee/Co-Trustee; 12/2021; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-08-27 |
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