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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-03 |
Branch Locations
1 New York Plaza 16Th Floor, New York, NY 10004 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors (Dba Tristate Financial Advisors) | Philadelphia | PA | 10/2021 | 12/2021 |
| Ithaca College | Ithaca | NY | 07/2017 | 09/2021 |
| John F Kennedy Highschool | Bellmore | NY | 07/2013 | 08/2017 |
| Morgan Stanley | New York | NY | 08/2022 | Present |
| Sei | Oaks | PA | 12/2021 | 07/2022 |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-02-08 |
| S65 | Uniform Investment Adviser Law Examination | 2021-09-22 |
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