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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-11 |
| NY | RA | APPROVED | 2025-03-11 |
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 | 07/2024 | Present |
| Morgan Stanley | New York City | NY | 06/2023 | 08/2023 |
| Morgan Stanley | New York City | NY | 06/2022 | 08/2022 |
| Compintelligence | Oxford | CT | 05/2021 | 08/2021 |
| Shore And Country Club | Norwalk | CT | 06/2019 | 08/2019 |
| University Of Michigan | Ann Arbor | MI | 08/2020 | 05/2024 |
| New Canaan High School | New Canaan | CT | 08/2016 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-10 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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