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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-10 |
| CT | RA | APPROVED | 2026-07-08 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2026 | Present |
| Albertson's Companies Inc | North Easton | MA | 08/2020 | 10/2023 |
| Bluestone Bank | Raynham | MA | 05/2024 | 08/2024 |
| Rockland Trust Company | Rockland | MA | 05/2025 | 01/2026 |
| Tjx Companies | Stoughton | MA | 09/2025 | 10/2025 |
| Taunton Public Schools | Taunton | MA | 02/2026 | 06/2026 |
| Unemployed | N/A | MA | 01/2016 | 08/2020 |
| Unemployed | N/A | MA | 11/2023 | 05/2024 |
| Unemployed | N/A | MA | 09/2024 | 05/2025 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-04 |
| S63 | Uniform Securities Agent State Law Examination | 2025-10-30 |
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