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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
CT RA APPROVED 2026-08-19
  • CT RA
    APPROVED
    Since 2026-08-19

Branch Locations

28 State Street 26Th Floor, Boston, MA 02110 • United States

Pacer Advisors, Inc.

500 Chesterfield Parkway, Malvern, PA 19355 • United States

Current Registrations

AuthorityCategoryStatusDate
PA RA APPROVED 2025-11-13
  • PA RA
    APPROVED
    Since 2025-11-13

Branch Locations

500 Chesterfield Parkway, Malvern, PA 19355 • United States

Dorchester, MA • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Eaton Vance Distributors, Inc. Charlotte NC 06/2022 11/2025
United States Marine Corps Camp Pendleton CA 04/2014 01/2018
University Of New Hampshire Durham NH 01/2018 05/2022
Geppetto's Pizzeria Newmarket NH 06/2018 03/2020
Libby's Bar And Grill Durham NH 06/2019 12/2021
Sig Sauer Newington NH 07/2020 05/2021
Eaton Vance Boston MA 06/2021 08/2021
Pacer Financial, Inc. Malvern PA 11/2025 07/2026
Pacer Advisors, Inc. Malvern PA 11/2025 07/2026
Morgan Stanley Boston MA 08/2026 Present
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 06/2022 → 11/2025
    Eaton Vance Distributors, Inc.
    Charlotte, NC
  • 04/2014 → 01/2018
    United States Marine Corps
    Camp Pendleton, CA
  • 01/2018 → 05/2022
    University Of New Hampshire
    Durham, NH
  • 06/2018 → 03/2020
    Geppetto's Pizzeria
    Newmarket, NH
  • 06/2019 → 12/2021
    Libby's Bar And Grill
    Durham, NH
  • 07/2020 → 05/2021
    Sig Sauer
    Newington, NH
  • 06/2021 → 08/2021
    Eaton Vance
    Boston, MA
  • 11/2025 → 07/2026
    Pacer Financial, Inc.
    Malvern, PA
  • 11/2025 → 07/2026
    Malvern, PA
  • 08/2026 → Present
    Boston, MA
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Previous Registrations
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-02-10
  • S66 Uniform Combined State Law Examination
    2023-02-10

View on SEC IAPD

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