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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| VA | RA | APPROVED | 2026-04-20 |
| TX | RA | APPROVED_RES | 2026-03-30 |
Branch Locations
1650 Tysons Boulevard Suite 1000, Mclean, VA 22102 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Trilogy Capital | Woburn | MA | 05/2019 | 08/2019 |
| Trilogy Financial Services | Woburn | MA | 05/2019 | 08/2019 |
| Kristen Hillery | Stratham | MA | 05/2015 | 03/2019 |
| Raehaven Farms | Newton | NJ | 03/2018 | 06/2018 |
| Devoucoux Sellier | Somersworth | NH | 08/2017 | 03/2018 |
| University Of New Hampshire | Durham | NH | 08/2012 | 05/2017 |
| Mass Mutual Life Insurance Company | Nashua | NH | 09/2019 | 04/2021 |
| Mml Investors Services, Llc | Nashua | NH | 06/2020 | 04/2021 |
| Sabatino'S Restaurant | Derry | NH | 08/2019 | 10/2020 |
| Lpl Financial Llc | Boston | MA | 03/2019 | 08/2019 |
| Fidelity Investments | Covington | KY | 04/2021 | 03/2026 |
| Georgetown University | Washington | DC | 08/2020 | 04/2021 |
| Additive Alliance Llc | Bedford | NH | 03/2018 | 08/2018 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2026 |
| Morgan Stanley | Mclean | VA | 03/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-08-05 |
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