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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-08-28 |
| TX | RA | APPROVED_RES | 2024-03-04 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Boston | MA | 12/2019 | Present |
| Gradifi A First Republic Company | Boston | MA | 10/2017 | 12/2019 |
| Wells Fargo | Boston | MA | 01/2013 | 10/2017 |
| Morgan Stanley | Boston | MA | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-21 |
| S63 | Uniform Securities Agent State Law Examination | 2023-10-09 |
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