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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-30 |
| FL | RA | APPROVED | 2025-12-23 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Folger Hill Asset Management | Boston | MA | 04/2015 | 04/2018 |
| Goldman Sachs | New York | NY | 06/2018 | 06/2025 |
| Morgan Stanley | Palm Beach | FL | 07/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2025 | Present |
*654961- T101, LLC; Investment related: Yes; West Palm Beach, Florida; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 1; After business hours: 0; Property Management:Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-22 |
| S63 | Uniform Securities Agent State Law Examination | 2018-06-27 |
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