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275 Wyman Street Suite 400, Waltham, MA 02451-1200 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-23 |
| RI | RA | APPROVED | 2024-05-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Providence | RI | 03/2010 | 05/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 05/2024 |
| Commonwealth Financial Network | Waltham | MA | 05/2024 | Present |
| Gather Wealth Management | Providence | RI | 05/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | Present |
Fixed insurance sales; as of 01/23/2024; 5% of time spent during business hours; Conducted at branch location; Investment related.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2010-05-10 |
| S63 | Uniform Securities Agent State Law Examination | 2006-05-01 |
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