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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| CT | RA | APPROVED | 2019-06-05 |
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 |
|---|---|---|---|---|
| Raymond James Financial Services | Newton | MA | 10/2010 | 10/2018 |
| Non-Variable Insurance | Newton | MA | 10/2014 | 10/2018 |
| Adele Financial Services Llc | Newton | MA | 10/2014 | 10/2018 |
| Morgan Stanley | Boston | MA | 11/2018 | Present |
* 375233 - The Jetty; Not Investment related; Marshfield, MA; Restaurant; Employee (proprietor, partner, officer, director, employee, trustee, agent); Jul 2019; During business hours: 0; After business hours: 12; Waitressing. *638483- XO PROVISIONS; Investment related-Yes; MILTON, Massachusetts; Retail/Online Stores; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 05/2025; During business hours: 0; After business hours: 20; Customer Service, Labor/Service. *700269- XO SIPS LLC; Investment related No; MILTON, Massachusetts; Other: BEVERAGE FOOD TRUCK; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);06/2026; During business hours: 0; After business hours: 40; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-05 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-14 |
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