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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-31 |
| NY | RA | APPROVED | 2024-05-18 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2023 | Present |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Bacardi Limited | Barcelona | 06/2021 | 07/2021 | |
| Vivid Organizing | Miami | FL | 06/2020 | 06/2021 |
| Tulane Fund Engagement Center | New Orleans | LA | 10/2020 | 02/2021 |
| The Garage Bar & Grill | Northport | MI | 07/2019 | 07/2019 |
| The Lawrenceville School | Lawrenceville | NJ | 08/2015 | 06/2019 |
| Tulane University | New Orleans | LA | 08/2019 | 05/2023 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-18 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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