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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-06 |
| CT | RA | APPROVED | 2026-03-04 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Lincoln | RI | 03/2025 | 02/2026 |
| Trillium | Boston | MA | 10/2024 | 03/2025 |
| Chief Of Staff Llc | Boston | MA | 09/2024 | 10/2024 |
| Larz Andersen - Jack Kirrane Skating Rink | Brookline | MA | 11/2019 | 11/2023 |
| Town Of Chilmark | Chilmark | MA | 07/2022 | 08/2022 |
| Marist College | Poughkeepsie | NY | 08/2020 | 05/2024 |
| Toscanini | Cambridge | MA | 11/2017 | 02/2018 |
| Menemsha Deli | Menemsha | MA | 05/2021 | 08/2021 |
| The Homeport | Menemsha | MA | 05/2017 | 08/2017 |
| Menemsha Fish Market | Menemsha | MA | 06/2015 | 05/2017 |
| Unemployed | Brookline | MA | 02/2018 | 11/2019 |
| Unemployed | Brookline | MA | 06/2024 | 08/2024 |
| Brookline Highschool | Brookline | MA | 08/2016 | 05/2020 |
| Morgan Stanley | Middleton | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-24 |
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