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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| CT | RA | APPROVED | 2026-05-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 03/2026 | Present |
| Dexian | Woburn | MA | 11/2022 | 08/2025 |
| Teksystems | Boston | MA | 08/2020 | 11/2022 |
| Unemployed | Stoughton | MA | 08/2025 | 03/2026 |
| Rutland Country Club | Rutland | VT | 05/2018 | 09/2019 |
| University Of Connecticut | Storrs | CT | 08/2017 | 05/2020 |
| University Of Kansas | Lawrence | KS | 08/2015 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-12-30 |
| S65 | Uniform Investment Adviser Law Examination | 2025-11-10 |
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