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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| CT | RA | APPROVED | 2019-03-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fish & Richardson | Boston | MA | 09/2016 | 01/2017 |
| Daley & Associates | Boston | MA | 01/2017 | 12/2017 |
| Kforce | Boston | MA | 01/2018 | 04/2018 |
| Daley & Associates | Boston | MA | 04/2018 | 09/2018 |
| Morgan Stanley Smith Barney Llc | Wellesley | MA | 12/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2019 | Present |
*412136 - Winchester Farmer's Market; Investment related No; Winchester, MA; Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); September 2020; During business hours: 0; After business hours: 3; Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-14 |
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