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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2025-10-14 |
| TX | RA | APPROVED | 2025-09-26 |
| VA | RA | APPROVED | 2025-09-26 |
| NY | RA | APPROVED | 2024-05-27 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 07/2023 | Present |
| Bucknell University | Lewisburg | PA | 08/2022 | 05/2023 |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Bucknell University | Lewisburg | PA | 08/2021 | 05/2022 |
| Nfluence Partners | San Francisco | CA | 06/2021 | 08/2021 |
| Bucknell University | Lewisburg | PA | 08/2020 | 05/2021 |
| Advnc Lacrosse | Woodside | CA | 06/2020 | 08/2020 |
| Bucknell University | Lewisburg | PA | 08/2019 | 05/2020 |
| Advnc Lacrosse | Woodside | CA | 05/2019 | 08/2019 |
| Menlo School | Atherton | CA | 08/2015 | 05/2019 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-25 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-23 |
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