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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-24 |
| TX | RA | APPROVED_RES | 2026-05-18 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Troy Country Club | Troy | NY | 07/2020 | 08/2022 |
| Team Impact | Quincy | MA | 05/2024 | 07/2024 |
| Tri-City Valleycats | Troy | NY | 06/2018 | 07/2018 |
| Syracuse University | Syracuse | NY | 08/2021 | 05/2025 |
| Algonquin Middle School | Averill Park | NY | 09/2014 | 09/2017 |
| Sand Lake Town Beach | Averill Park | NY | 06/2023 | 08/2024 |
| Averill Park High School | Averill Park | NY | 09/2017 | 07/2021 |
| Fidelity Investments | Merrimack | NH | 07/2025 | 04/2026 |
| Ubs Hingham Street Partners | Rockland | MA | 12/2023 | 06/2025 |
| Morgan Stanley | Boston | MA | 05/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-06-24 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-16 |
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