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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-10 |
| TX | RA | APPROVED | 2023-07-10 |
Branch Locations
340 Broadway 2Nd Floor, Saratoga Springs, NY 12866 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Saratoga Springs | NY | 10/2019 | 07/2023 |
| Throughbred Advisors | Latham | NY | 03/2019 | 09/2019 |
| Saratoga / Warren County School Districts | Saratoga Springs | NY | 11/2018 | 04/2019 |
| Siena College | Loudonville | NY | 01/2017 | 05/2018 |
| Healthy Hart Fitness Center | Round Lake | NY | 01/2015 | 09/2016 |
| Siena College | Loundonville | NY | 09/2016 | 08/2018 |
| Extended Travel | Saratoga Springs | NY | 08/2018 | 10/2018 |
| Bank Of America, N.A. | Saratoga Springs | NY | 12/2019 | 07/2023 |
| Morgan Stanley Smith Barney Llc | Saratoga Springs | NY | 07/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
*OBI - 563234 - Rental Property ; Investment related - Yes ; Porters Corner, New York ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 5/2021 ; During business hours : 0 ; After business hours : 3 ; Property Management
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-02-24 |
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