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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-02-09 |
| TX | RA | APPROVED | 2026-02-09 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2024 | 01/2026 |
| Jp Morgan Chase & Co | Boston | MA | 11/2023 | 09/2024 |
| The Farmhouse | Needham | MA | 01/2023 | 05/2024 |
| Williams Marston Llc | Boston | MA | 05/2022 | 08/2022 |
| The Wianno Club | Barnstable | MA | 06/2022 | 08/2022 |
| The Wianno Club | Barnstable | MA | 06/2021 | 08/2021 |
| The Wianno Club | Barnstable | MA | 06/2020 | 08/2020 |
| The Wianno Club | Barnstable | MA | 06/2019 | 08/2019 |
| The Wianno Club | Barnstable | MA | 06/2018 | 08/2018 |
| The Wianno Club | Barnstable | MA | 07/2017 | 08/2017 |
| N/A | Dover | MA | 12/2014 | 06/2017 |
| N/A | Dover | MA | 08/2017 | 06/2018 |
| N/A | Dover | MA | 08/2022 | 01/2023 |
| N/A | Dover | MA | 08/2021 | 06/2022 |
| N/A | Dover | MA | 08/2020 | 06/2021 |
| N/A | Dover | MA | 08/2019 | 06/2020 |
| N/A | Dover | MA | 08/2018 | 06/2019 |
| The Farmhouse | Needham | MA | 11/2017 | 01/2023 |
| Morgan Stanley | Boston | MA | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-06-11 |
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