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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-04-02 |
| CT | RA | APPROVED | 2026-02-17 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 11/2025 | Present |
| Rockland Trust | Lowell | MA | 07/2025 | 11/2025 |
| Enterprise Bank And Trust | Lowell | MA | 05/2013 | 06/2025 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
*671327- Town of Westford Massachusetts Economic Development Commitee; Investment related No; Westford, Massachusetts; Government; Advisory Board: Committee member (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 1.5; After business hours: 1; Provide input and advice for the Westford's eoncomic development
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-02-17 |
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