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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-08-19 |
| TX | RA | APPROVED | 2024-08-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Wellington Management | Boston | MA | 12/2022 | 05/2023 |
| Morgan Stanley | Ridgefield | CT | 05/2022 | 07/2022 |
| Andersen Tax | Boston | MA | 01/2022 | 05/2022 |
| Silver Spring Country Club | Ridgefield | CT | 05/2018 | 09/2021 |
| Northeastern University | Boston | MA | 08/2020 | 05/2024 |
| N/A | Wilton | CT | 01/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-08-17 |
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