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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ME | RA | APPROVED | 2025-11-10 |
| TX | RA | APPROVED | 2025-09-23 |
| CT | RA | APPROVED | 2024-11-01 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| First Republic Bank | Boston | MA | 08/2010 | 05/2023 |
| First Republic Securities Company | Boston | MA | 12/2011 | 05/2023 |
| J.P. Morgan Securities Llc | New York | NY | 05/2023 | 10/2023 |
| Morgan Stanley | Middleton | MA | 08/2024 | Present |
| Unemployed | N/A | MA | 10/2023 | 08/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2024 | Present |
*607346- OceanAire Properties, LLC; Investment related: Yes; Cape Neddick, Maine; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 07/2015; During business hours: 0; After business hours: 5; Property Management *607810- Oceans 84 LLC; Investment related: Yes; Cape Neddick, Maine; Real Estate, Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 3; Property Management *607353- Rental Property; Investment related: Yes; Cape Neddick, Maine; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2018; During business hours: 0; After business hours: 2; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-11-01 |
| S63 | Uniform Securities Agent State Law Examination | 2011-03-12 |
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