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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-21 |
| ME | RA | APPROVED | 2025-02-25 |
Branch Locations
100 Middle Street 3Rd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portland | ME | 12/2024 | Present |
| Modern Health | San Francisco | CA | 04/2022 | 11/2024 |
| Freewheel Subsidiary Of Comcast | New York | NY | 07/2019 | 04/2022 |
| Ogury | New York | NY | 05/2018 | 07/2019 |
| Cuebiq | New York | NY | 11/2016 | 05/2018 |
| Unemployed | Portland | ME | 06/2016 | 11/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2025 | Present |
*624003 - Christopher Roland Copeland LLC; Investment related: Yes; Cape Elizabeth, Maine; Cannabis, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2023; During business hours: 0; After business hours: 1; Administrative *623663 - Rental Property; Investment related: Yes; Portland, Maine; Rental Property; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 4/2016; During business hours: 0; After business hours: 1; Sales/Marketing *708404 - Portland Trails; Investment related - No; Portland, Maine; Land Preservation:Environmental; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 3; Administrative:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-02-22 |
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