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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-06-24 |
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 Smith Barney Llc | Boston | MA | 03/2026 | 06/2026 |
| Veeva Systems | Pleasanton | CA | 08/2019 | Present |
| Coldwell Banker | Weston | MA | 01/2017 | 12/2017 |
| College Of The Holy Cross | Worcester | MA | 08/2015 | 05/2019 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-09-28 |
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