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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2026-05-15
CT RA APPROVED 2026-05-08
  • TX RA
    APPROVED
    Since 2026-05-15
  • CT RA
    APPROVED
    Since 2026-05-08

Branch Locations

112 Worcester Street, Wellesley, MA 02481 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
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
  • 03/2026 → Present
    Wellesley, MA
  • 11/2022 → 08/2025
    Dexian
    Woburn, MA
  • 08/2020 → 11/2022
    Teksystems
    Boston, MA
  • 08/2025 → 03/2026
    Unemployed
    Stoughton, MA
  • 05/2018 → 09/2019
    Rutland Country Club
    Rutland, VT
  • 08/2017 → 05/2020
    University Of Connecticut
    Storrs, CT
  • 08/2015 → 05/2017
    University Of Kansas
    Lawrence, KS
Exams
CodeExamDate
S63 Uniform Securities Agent State Law Examination 2025-12-30
S65 Uniform Investment Adviser Law Examination 2025-11-10
  • S63 Uniform Securities Agent State Law Examination
    2025-12-30
  • S65 Uniform Investment Adviser Law Examination
    2025-11-10

View on SEC IAPD

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