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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-09-11 |
| MA | RA | APPROVED | 2021-05-13 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • 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 |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 10/2017 | 04/2021 |
| Schneider Associates | Boston | MA | 06/2016 | 10/2017 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2019 | 04/2021 |
| Oppenheimer & Co. Inc | Boston | MA | 05/2021 | Present |
1.OWNER OF PARKING SPOT LOCATED AT 141 CHISWICK RD. BRIGHTON MA 02135,SPOT#5. DO NOT RENT TO CLIENTS & IS HAS NO RELATION TO MY EMPLOYMENT WITH OPPENHEIMER. APPROX 1/HR A MONTH OUTSIDE OF WORKING HOURS IS SPENT ON THIS ACTIVITY. 2.OWNER OF RENTAL PROPERTY,CONDO LOCATED AT 141 CHISWICK ROAD.,APT #1, BRIGHTON,MA 02135. JUNE 2021 START DATE. I ACT AS THE LANDLORD FOR THE PROPERTY. DO NOT RENT TO OPPENHEIMER CLIENTS AND MY DUTIES AS ;LANDLORD HAVE NO AFFILIATION W/MY EMPLOYMENT AT OPPENHEIMER. I SPEND APPROXIMATELY 1 HOUR/WK OUTSIDE OF BUSINESS HOURS ON THIS ACTIVITY. 3.STUDIO EXPERIENCE TEAM MEMBER AT COREPOWER YOGA, SEAPORT, BOSTON LOCATION. STUDIO ADDRESS:20 BOND DRIVE, BOSTON, MA 02210. WORK 1-2, 1.5 HOUR SHIFTS/WEEK OUTSIDE OF WORKING HOURS. PERFORM BASIC TASKS AROUND THE STUDIO, INCLUDING STUDIO ORGANIZATION, LIGHT CLEANING AND MERCHANDISE ORGANIZATION. START DATE IS 9/28/22;THIS IS NOT INVESTMENT RELATED ACTIVITY.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-11-20 |
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