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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-06-25 |
| NY | RA | APPROVED | 2026-06-03 |
Branch Locations
1212 Troy Schenectady Road, Latham, NY 12110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Latham | NY | 07/2025 | Present |
| Eagle Crest Golf Club | Clifton Park | NY | 08/2016 | Present |
| Outback Steakhouse | Clifton Park | NY | 12/2019 | 05/2021 |
| Ninety Nine Restaurant & Pub | Clifton Park | NY | 06/2021 | 06/2023 |
| Globalfoundries | Malta | NY | 05/2023 | 08/2023 |
| Shenendehowa High School | Clifton Park | NY | 09/2016 | 06/2020 |
*652922 - Eagle Crest Golf Club; Investment Related-No; Clifton Park, New York; Bar Tending / Banquet worker at local Golf Course; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2021; During Business Hours: 0; After Business Hours: 10; Customer Service, Labor/Service *701931- AW Advisors LLC; Investment related - No; Schenectady, New York; Simple accounting / book keeping for small businesses; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2026; During business hours: 0; After business hours: 5; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-02 |
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