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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-22 |
| TX | RA | APPROVED | 2026-05-22 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Williamsville | NY | 05/2026 | Present |
| Apollo Power Washing | East Amherst | NY | 04/2021 | 10/2022 |
| Equitable Advisors, Llc | New York | NY | 02/2022 | 01/2023 |
| Howard Hanna Real Estate | Buffalo | NY | 01/2021 | 04/2021 |
| Built By Bits | Buffalo | NY | 10/2020 | 01/2021 |
| United States Army | Youngstown | OH | 01/2015 | 01/2021 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Buffalo | NY | 01/2023 | 05/2026 |
| Miami University | Oxford | OH | 01/2017 | 12/2019 |
| Texas A&M Corpus Christi | Buffalo | NY | 01/2021 | 12/2022 |
| Bank Of America N.A. | Buffalo | NY | 03/2023 | 05/2026 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-07-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-06-30 |
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