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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-03-26 |
| NY | RA | APPROVED | 2025-03-12 |
Branch Locations
86 Glen Street 3Rd Floor, Glens Falls, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ayco | Colonie | NY | 08/2020 | 07/2024 |
| Unemployed | Saratoga Spring | NY | 12/2017 | 08/2020 |
| Cabi | Long Beach | CA | 07/2016 | 12/2017 |
| Morgan Stanley | Glens Falls | NY | 08/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-03-11 |
| S63 | Uniform Securities Agent State Law Examination | 2021-06-25 |
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