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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2025-07-14 |
| TX | RA | APPROVED_RES | 2023-12-19 |
| VT | RA | APPROVED | 2023-12-01 |
Branch Locations
7 Allen Street 2Nd Floor, Hanover, NH 03755 • United States
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | South Burlington | VT | 07/2013 | 11/2023 |
| Morgan Stanley Smith Barney Llc | Colchester | VT | 11/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-06-06 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-23 |
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