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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-01-26 |
| TX | RA | APPROVED | 2026-01-26 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fidelity Investments | Smithfield | RI | 01/2025 | 12/2025 |
| Bentley University | Waltham | MA | 09/2019 | 12/2024 |
| Sfc Winchester Soccer Club | Winchester | MA | 11/2023 | 12/2024 |
| Fidelity Investments | Smithfield | RI | 06/2023 | 08/2023 |
| Outfront Media | Boston | MA | 06/2022 | 08/2022 |
| The Brewster Inn | Cazenovia | MA | 06/2019 | 01/2022 |
| Mcintosh Pallet Company | Syracuse | NY | 02/2020 | 07/2021 |
| Spruce Ridge Landscape & Gardening | Nelson | NY | 03/2020 | 07/2021 |
| Cazenovia High School | Cazenovia | NY | 09/2014 | 05/2019 |
| Morgan Stanley | Syracuse | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-19 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-21 |
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