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66 Husdson Boulevard East, New York, NY 10001 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-12-12 |
Branch Locations
66 Hudson Boulevard, New York City, NY 10001 • UNITED STATES
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Goldman, Sachs & Co Llc | New York | NY | 08/2014 | 08/2018 |
| Jpmorgan Chase Securities, Llc. | New York | NY | 08/2018 | 06/2021 |
| Morgan Stanley & Co. Llc | New York | NY | 06/2021 | 06/2025 |
| Morgan Stanley | New York | NY | 06/2025 | 10/2025 |
| Hsbc Bank Usa, N.A. | New York | NY | 11/2025 | Present |
| Hsbc Securities (Usa) Inc. | New York | NY | 12/2025 | Present |
1. The name of the other business : CWRU Women in Finance Advisory Board 2. Whether the business is investment-related: No 3. The address of the other business : 11119 Bellflower Road, Cleveland, OH, 44106 4. The nature of the other business: Career advice for students and faculty 5. Your position: : Board Member 6. Title/Relationship with the other business: I am an advisory board member 7. The start date of your relationship: 1/8/2023 8. The approximate number of hours/month you devote to the other business: 1-2 hours on average 9. The number of hours you devote to the other business during securities trading hours: zero 10. Briefly describe your duties relating to the other business: Providing career advice / mentorship / suggesting on networking opportunities
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-06-30 |
| S63 | Uniform Securities Agent State Law Examination | 2012-12-17 |
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