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Account
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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-03-21 |
| CT | RA | APPROVED | 2021-03-12 |
Branch Locations
1700 W Park Dr, Westborough, MA 01581 • United States
Wilbraham, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Edward Jones | St Louis | MO | 08/2010 | 10/2017 |
| Morgan Stanley | Springfield | MA | 10/2017 | 08/2020 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | 08/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Burlington | MA | 09/2020 | Present |
| Empower Retirement | Andover | MA | 08/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-10-06 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-12 |
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