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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| CT | RA | APPROVED | 2019-07-29 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 11/2018 | Present |
| Joe's Pizza | New Canaan | CT | 08/2011 | 11/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2020 | Present |
*OBI - 553801 - Step Up Coaching ; Investment related - No ; Westport, Connecticut ; Consulting ; Life/business Coach - helping young people in Fairfield County overcome personal challenges to succeed in life and business(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2023 ; During business hours : 0 ; After business hours : 4 ; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-29 |
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