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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2026-02-26 |
| TX | RA | APPROVED | 2026-02-26 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Marist College | Poughkeepsie | NY | 11/2016 | 02/2018 |
| Unified Parking Partner | Portland | ME | 07/2017 | 08/2017 |
| Morgan Stanley | Portsmouth | NH | 06/2018 | 12/2018 |
| Marist College | Poughkeepsie | NY | 08/2016 | 05/2017 |
| Marist College | Poughkeepsie | NY | 08/2017 | 05/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | 02/2026 |
| Wells Fargo Clearing Services, Llc | Portsmouth | NH | 02/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
*565151 - Rental Property; Investment related: Yes; Portsmouth, New Hampshire; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 08/2023; During business hours: 0; After business hours: 16; Administrative, Accounting/Bookkeeping, Business Development/Growth, Customer Service, Labor/Service, Property Management 32 GROVE STREET UNIT D LLC; INV RELATED;PORTSMOUTH ,NH; PROP;50% OWNERSHIP; START DATE: 03/17/2026; 5 HRS PER MONTH; 0 HRS DURING TRADING;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-26 |
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