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200 Vesey St., New York, NY 10281 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-05-14 |
| TX | RA | APPROVED | 2026-05-14 |
Branch Locations
5786 Widewaters Pkwy Suite 2, Syracuse, NY 13214-3500 • United States
Auburn, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Auburn High School | Auburn | NY | 09/2014 | 06/2018 |
| Florida Atlantic University | Boca Raton | FL | 08/2018 | 05/2022 |
| Rj Jewelers | Auburn | NY | 05/2019 | 08/2019 |
| Owasco Golf & Tennis | Owasco | NY | 05/2016 | 08/2018 |
| Morgan Stanley | Skaneateles | NY | 06/2022 | 12/2023 |
| Unemployed / Student | Boca Raton | FL | 08/2018 | 05/2019 |
| Morgan Stanley | Skaneateles | NY | 07/2024 | 05/2026 |
| Unemployed | Auburn | NY | 12/2023 | 07/2024 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | 05/2026 |
| Rbc Capital Markets, Llc | Syracuse | NY | 05/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2025 | 05/2026 |
| City National Bank | Syracuse | NY | 06/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2024-01-08 |
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