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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2018-04-19 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Td Private Client Wealth, Llc | Andover | MA | 11/2015 | 04/2018 |
| Td Bank, N.A. | Andover | MA | 11/2015 | 04/2018 |
| Morgan Stanley | Middleton | MA | 04/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2018 | Present |
*609935 - Attitash Mountain Resort; Investment related: No; Bartlett, New Hampshire; Recreation; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2024; During business hours: 0; After business hours: 30; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-09-04 |
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