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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-07-01 |
| WA | RA | APPROVED | 2026-01-20 |
| TX | RA | APPROVED | 2026-01-16 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Waddell & Reed, Inc. | Seattle | WA | 03/2014 | 01/2020 |
| Various Insurance Carriers For W & R Insurance Agencies | Seattle | WA | 03/2014 | 01/2020 |
| Ufe Seattle | Seattle | WA | 04/2014 | 12/2018 |
| French-American Chamber Of Commerce Of The Pnw | Seattle | WA | 10/2013 | 10/2018 |
| Internations Seattle | Seattle | WA | 12/2015 | 06/2019 |
| Room Circus Medical Clowning | Seattle | WA | 04/2016 | 07/2017 |
| Skema Us Foundation | Raleigh | NC | 02/2018 | 03/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Seattle | WA | 01/2020 | 01/2026 |
| Bank Of America, N.A. | Seattle | WA | 02/2020 | 01/2026 |
| Morgan Stanley Smith Barney Llc | Lawrenceville | NJ | 01/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2013-09-09 |
| S65 | Uniform Investment Adviser Law Examination | 2013-05-15 |
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