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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-15 |
| TX | RA | APPROVED_RES | 2022-12-15 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
Kew Gardens, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Oppenheimer & Co. Inc. | Stamford | CT | 05/2016 | 11/2022 |
| Morgan Stanley | New York | NY | 12/2022 | Present |
*533777 - Carmil Apartments; Investment related-No; Kew Gardens, New York; Real Estate; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2018; During business hours: 0; After business hours: 2; Other, Property Management, Investment Decisions/Advice *651151 - Peloton Interactive Inc; Investment related: No; New York, New York; Fitness; Tester of New Products (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 15; Using the products as stated
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-10-02 |
| S65 | Uniform Investment Adviser Law Examination | 1998-10-16 |
| S63 | Uniform Securities Agent State Law Examination | 1998-08-04 |
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