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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 |
| DE | RA | APPROVED | 2025-12-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Rehoboth Beach | DE | 10/2025 | 12/2025 |
| Continuum Pmc | Travel / Remote | DE | 05/2023 | 11/2024 |
| North Highland | New York / Remote | NY | 08/2019 | 02/2023 |
| North Highland | Atlanta | GA | 06/2018 | 08/2018 |
| Ansonia Partners | New York | NY | 12/2016 | 06/2017 |
| Unc Kenan Flagler Business School | Chapel Hill | NC | 07/2017 | 05/2019 |
| Unemployed | Rehoboth Beach | DE | 11/2024 | 10/2025 |
| Unemployed | Rehoboth Beach | DE | 02/2023 | 05/2023 |
| Unemployed | Rockville | MD | 05/2016 | 11/2016 |
| Morgan Stanley Smith Barney Llc | Rehoboth Beach | DE | 12/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-18 |
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