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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-03-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Cadaret, Grant & Co., Inc. | Syracuse | NY | 02/2017 | 08/2018 |
| Bank Of New York | Syracuse | NY | 12/2014 | 02/2017 |
| Morgan Stanley | Skaneateles | NY | 09/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2018 | Present |
*468992- Power of Attorney; Investment related Yes; Rome, New York; Power of Attorney; 02/2022; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1995-07-20 |
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