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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| NY | RA | APPROVED | 2025-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2023 | Present |
| Sovarnum Capital | New York | NY | 12/2014 | 02/2022 |
| Unemployed | New York | NY | 03/2022 | 03/2023 |
*680219 - NY Health Foundation; Investment related: No; New York, New York; Health and Welfare; Board Member:Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 03/2026; During business hours: 2; After business hours: 1; Investment Decisions/Advice:Other - As a Board member I will participate in the governance and guidance of NY Health Foundation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-06-28 |
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