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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-12-13 |
| TX | RA | APPROVED | 2024-12-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Canaccord Genuity | Boston | MA | 07/2019 | 06/2020 |
| Bank Of New York Mellon | Boston | MA | 09/2012 | 07/2019 |
| Morgan Stanley | Wellesley | MA | 04/2023 | Present |
| Broken Creek Vineyard | Shrewsbury | MA | 06/2020 | 03/2023 |
| Jacks Abby Brewing | Framingham | MA | 02/2022 | Present |
*551334 - Jacks Abby Craft Lagers; Investment related No; Framingham, Massachusetts; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 20; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-21 |
| S63 | Uniform Securities Agent State Law Examination | 2024-09-20 |
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