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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-06-15 |
| NJ | RA | APPROVED | 2022-12-22 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Toms River | NJ | 10/2021 | 01/2022 |
| Unum | New York | NY | 06/2019 | 03/2020 |
| Theory | New York | NY | 10/2015 | 05/2019 |
| Venture Solar | New York | NY | 05/2020 | 09/2021 |
| Morgan Stanley | Toms River | NJ | 03/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
*562686 - Celtic Elite Training Academy; Investment related: No; Toms River, New Jersey; Soccer Training; Employee (proprietor, partner, officer, director, employee, trustee, agent); 07/2023; During business hours: 0; After business hours: 25; Soccer Trainer/Coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-10-21 |
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