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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-25 |
| RI | RA | APPROVED | 2019-11-25 |
| CT | RA | APPROVED | 2019-07-18 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Stifel, Nicolaus & Company, Incorporated | Boston | MA | 05/2016 | 06/2019 |
| Morgan Stanley | Providence | RI | 07/2019 | Present |
| Morgan Stanley Private Bank, N.A | Boston | MA | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-07-13 |
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