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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED_RES | 2021-12-09 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Investors Capital Corporation | Lynnfield | MA | 09/2005 | 11/2016 |
| Cetera Advisors Llc | Denver | CO | 09/2016 | 11/2016 |
| Wells Fargo Clearing Services, Llc | Boston | MA | 08/2017 | 01/2020 |
| Unemployed | Lawrence | MA | 11/2016 | 08/2017 |
| Charles Schwab & Co., Inc. | Chestnut Hill | MA | 05/2021 | 11/2021 |
| Charles Schwab Bank, Ssb | Chestnut Hill | MA | 05/2021 | 11/2021 |
| Unemployed | Lawrence | MA | 01/2020 | 05/2021 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 11/2021 | Present |
(1) 537089 - The Greater Newburyport/Bura Alliance; Not Investment Related; Newburyport, MA; Non-Profit, Charitable; Finance Committee; Start January 2023 ; During business hours: 0; After business hours: 2; Accounting/Bookkeeping. (2) 637604 - Merrimack Valley Branch NAACP Corp; Not Investment Related; Lawrence, MA; Civic/Religious/Community; Treasurer on the Executive Committee; start June 2025; During business hours: 0; After business hours: 0; Accounting/Bookkeeping, Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-04-04 |
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