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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-06 |
| CT | RA | APPROVED | 2026-02-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Saint Anselm College | Goffstown | NH | 08/2023 | 05/2024 |
| Unemployed | York Harbor | ME | 05/2022 | 08/2022 |
| Saint Anselm College | Goffstown | NH | 08/2020 | 05/2021 |
| Fidelity Investments | Smithfield | RI | 08/2024 | 11/2025 |
| The Goldenrod | York | ME | 05/2024 | 08/2024 |
| Holliston High Schol | Holliston | MA | 06/2016 | 07/2020 |
| Goldfish Swim School | Milford | MA | 05/2021 | 08/2021 |
| Boston Honey Company | Holliston | MA | 02/2019 | 03/2019 |
| Saint Anselm College | Goffstown | NH | 08/2021 | 05/2022 |
| Saint Anselm College | Goffstown | NH | 09/2021 | 05/2022 |
| Unemployed | Holliston | MA | 07/2020 | 08/2020 |
| Saint Anselm College | Goffstown | NH | 08/2022 | 05/2023 |
| The Goldenrod | York | ME | 05/2023 | 08/2023 |
| Morgan Stanley | Wellesley | MA | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2024-11-25 |
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