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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2026-08-13 |
| TX | RA | APPROVED | 2026-07-24 |
| NY | RA | APPROVED | 2026-03-25 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Morristown | NJ | 06/2022 | Present |
| Lawrence Avenue Medical | Smithtown | NY | 09/2017 | 05/2022 |
| Smithtown High School | Smithtown | NY | 11/2015 | 11/2018 |
| Loyola University Maryland | Baltimore | MD | 11/2018 | 05/2022 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2022-12-21 |
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