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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-08-01 |
| PA | RA | APPROVED | 2022-04-12 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Gdi Usa | Chicago | IL | 04/2015 | 12/2018 |
| The Pennsylvania State University | State College | PA | 08/2015 | 05/2019 |
| Lord, Abbett & Co. | Jersey City | NJ | 06/2019 | 10/2021 |
| Delaware Distributors, L.P. | Philadelphia | PA | 10/2021 | 03/2022 |
| Macquarie Investment Management Business Trust | Philadelphia | PA | 10/2021 | 03/2022 |
| Morgan Stanley Smith Barney Llc | Philadelphia | PA | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2022 | Present |
*529224 - Playfly LLC/Penn State University Men's Ice Hockey Team ; Investment related: No; Berwyn, Pennsylvania; I will be a part time Broadcaster/Commentator for the Penn State D1 Men's Ice Hockey Team.; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 6; I will be a part time broadcaster and commentator for a select few PSU D1 Men's Ice Hockey Team's games
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-09-27 |
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