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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-02-20 |
| NY | RA | APPROVED | 2026-01-20 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rny Fc Youth | Rochester | NY | 07/2022 | 05/2024 |
| Rit | Rochester | NY | 05/2023 | 05/2025 |
| Mcc | Rochester | NY | 08/2025 | Present |
| Mida Heating And Ac | Rochester | NY | 05/2002 | Present |
| Roberts Wesleyan College | Rochester | NY | 01/2019 | 07/2021 |
| Morgan Stanley | Rochester | NY | 11/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*668591 - Mida Heating and AC; Investment related-No; North Chili, New York; Construction/Engineering; Officer(proprietor, partner, officer, director, employee, trustee, agent); 05/2002; During business hours: 0; After business hours: 2; Consulting *668596 - Monroe Community College; Investment related-No; Rochester, New York; Education; Employee(proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 8;Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-01-20 |
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