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1 Vanderbilt Avenue 23Rd Floor, New York, NY 10017 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-07-29 |
Branch Locations
1133 Westchester Ave, White Plains, NY 10604 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 04/2020 | 03/2024 |
| Hearts And Walletts Llc | Rye | NY | 01/2016 | 05/2019 |
| Unemployed So N/A | Rye | NY | 05/2019 | 04/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2021 | 03/2024 |
| Unemployed | Rye | NY | 03/2024 | 07/2024 |
| Self | Rye | NY | 08/2024 | 06/2025 |
| Td Private Client Wealth Llc | White Plains | NY | 07/2025 | Present |
| Td Bank N.A. | White Plains | NY | 07/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-07-10 |
| S65 | Uniform Investment Adviser Law Examination | 1994-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 1990-08-24 |
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