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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-27 |
| CA | RA | APPROVED | 2023-04-04 |
| TX | RA | APPROVED | 2022-04-14 |
| CT | RA | APPROVED | 2020-05-22 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | El Segundo | CA | 12/2019 | Present |
| Boston College | Boston | MA | 09/2015 | 05/2019 |
| Mfs Investment Management | Boston | MA | 05/2018 | 08/2018 |
| Constellation Brands | Rochester | NY | 06/2017 | 08/2017 |
| Boston College Campus Recreation | Boston | MA | 08/2016 | 05/2019 |
| Unemployed | Brighton | MA | 06/2019 | 08/2019 |
| Rochester Gynecologic And Obstetric Associates | Rochester | NY | 08/2019 | 11/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-05-22 |
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