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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-08-29 |
| TX | RA | APPROVED_RES | 2024-06-14 |
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 |
|---|---|---|---|---|
| Fidelity Brokerage Services Llc | West Hartford | CT | 02/2016 | 05/2017 |
| Ubs Financial Services Inc. | Boston | MA | 05/2017 | 09/2023 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 06/2024 | Present |
| Homemaker | Swampscott | MA | 09/2023 | 06/2024 |
*653537 - Shore to Summit Adventures LLC; Not Investment Related; Chelmsford, MA; Automotive/Transportation; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Start January 2026; During business hours: 0; After business hours: 40; Sales/Marketing, Labor/Service, Business Development/Growth, Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-09-04 |
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