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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-05-02 |
| NY | RA | APPROVED | 2021-04-27 |
| CT | RA | APPROVED | 2019-07-30 |
Branch Locations
1250 Pittsford Victor Road Suite 350, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Windstream Communications | Rochester | NY | 06/2010 | 03/2017 |
| Mitel Networks | Rochester | NY | 03/2017 | 11/2017 |
| Sargent Electric Company | Rochester | NY | 11/2017 | 11/2019 |
| Morgan Stanley Smith Barney Llc | Rochester | NY | 05/2019 | 11/2019 |
| Morgan Stanley Smith Barney Llc | Rochester | NY | 11/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2020 | 04/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-07-30 |
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