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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-03-20 |
| NY | RA | APPROVED | 2025-11-13 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Liberty University | Lynchburg | VA | 06/2016 | 08/2017 |
| Locked Up Lynchburg | Lynchburg | VA | 06/2016 | 08/2017 |
| Liberty University | Lynchburg | VA | 06/2016 | 08/2017 |
| Wny Asset Management | Williamsville | NY | 09/2017 | 06/2018 |
| Cadaret, Grant & Co., Inc. | Williamsville | NY | 09/2017 | 06/2018 |
| Alliancebernstein Investments, Inc. | New York | NY | 06/2018 | 03/2022 |
| Nottingham Advisors Inc. | Amherst | NY | 05/2022 | 07/2024 |
| Sandhill Investment Management | Buffalo | NY | 08/2024 | 09/2025 |
| Morgan Stanley Smith Barney Llc | Buffalo | NY | 09/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-12-22 |
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