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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-13 |
| CT | RA | APPROVED | 2026-02-02 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 10/2024 | Present |
| Fidelity Investments | Smithfield | RI | 06/2023 | 10/2024 |
| The Cm Group | Hingham | MA | 06/2022 | 02/2024 |
| Boston College | Chestnut Hill | MA | 06/2019 | 12/2019 |
| Boston College | Chestnut Hill | MA | 09/2019 | 05/2023 |
| Continental Pools | Canton | MA | 06/2021 | 08/2021 |
| Deerfield Academy | Deerfield | MA | 09/2015 | 05/2019 |
| White Mountain Creamery | Chestnut Hill | MA | 06/2017 | 08/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-31 |
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