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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2023-09-11 |
| TX | RA | APPROVED | 2023-09-08 |
Branch Locations
1 Post Office Square Floor 14, Boston, MA 02109 • United States
Wakefield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Boston | MA | 10/2009 | 02/2018 |
| E*Trade Capital Management Llc | Boston | MA | 07/2011 | 02/2018 |
| E*Trade Securities Llc | Boston | MA | 02/2018 | 02/2020 |
| E*Trade Capital Management Llc | Boston | MA | 02/2018 | 02/2020 |
| E*Trade Securities Llc | Boston | MA | 02/2020 | 09/2023 |
| E*Trade Capital Management Llc | Boston | MA | 02/2020 | 09/2023 |
| Morgan Stanley | Boston | MA | 01/2023 | Present |
*433030 1. Rental Property 2. Investment Related: No 3. (Personal Address) 4. Real Estate 5. Partner 6. 06/28/2018 7. Hours devoted to business: 1 8. Hours devoted during Securities business: 0 9. Landlord
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2005-09-13 |
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