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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| CT | RA | APPROVED | 2019-06-21 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
Falmouth, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Weston Securities Corporation | Wellesley | MA | 11/1985 | 06/2019 |
| Weston Financial Group, Inc. | Wellesley | MA | 10/1985 | 06/2018 |
| Weston Financial Group, Inc. | Wellesley | MA | 06/2018 | 06/2019 |
| Morgan Stanley | Boston | MA | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
*376496 - Rental Property; Investment related; Boston, MA; Rental; Co-owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1990; During business hours: 0; After business hours: 0. * 407771 - FirstBrentwood LLC; Investment related Yes; Allston, MA; Real Estate; Officer (proprietor, partner, officer, director, employee, trustee, agent); March 2020; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-04-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-12 |
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