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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2025-01-24
CT RA APPROVED 2025-01-06
  • TX RA
    APPROVED
    Since 2025-01-24
  • CT RA
    APPROVED
    Since 2025-01-06

Branch Locations

35 Village Road Suite 601, Middleton, MA 01949 • 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
Fidelity Investments Merrimack NH 06/2022 09/2023
Saint Anselm College Manchester NH 08/2019 06/2022
Danvers High School Danvers MA 08/2015 06/2019
Dairy Queen Beverly MA 04/2017 12/2019
Repertoire Fitness Danvers MA 01/2018 05/2019
Pomodori'S Newburyport MA 12/2019 03/2020
Unemployed Danvers MA 10/2015 04/2017
Unemployed Danvers MA 06/2020 05/2021
Ipazzi Danvers MA 05/2021 06/2022
Morgan Stanley Middleton MA 12/2024 Present
Unemployed Danvers MA 10/2023 11/2024
  • 06/2022 → 09/2023
    Fidelity Investments
    Merrimack, NH
  • 08/2019 → 06/2022
    Saint Anselm College
    Manchester, NH
  • 08/2015 → 06/2019
    Danvers High School
    Danvers, MA
  • 04/2017 → 12/2019
    Dairy Queen
    Beverly, MA
  • 01/2018 → 05/2019
    Repertoire Fitness
    Danvers, MA
  • 12/2019 → 03/2020
    Pomodori'S
    Newburyport, MA
  • 10/2015 → 04/2017
    Unemployed
    Danvers, MA
  • 06/2020 → 05/2021
    Unemployed
    Danvers, MA
  • 05/2021 → 06/2022
    Ipazzi
    Danvers, MA
  • 12/2024 → Present
    Middleton, MA
  • 10/2023 → 11/2024
    Unemployed
    Danvers, MA
Other Businesses

*621758 - Bar Swipe LLC; Investment Related - Yes; Bedford, New Hampshire; Restaurant/Bar/Nightclub; Investor, Other (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2024; During Business Hours: 0; After Business Hours: 10; Other. *657901 - Park City Southie LLC; Investment related: No; Boston, Massachusetts; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 60; Customer Service

Exams
CodeExamDate
S65 Uniform Investment Adviser Law Examination 2025-01-06
S63 Uniform Securities Agent State Law Examination 2022-08-08
  • S65 Uniform Investment Adviser Law Examination
    2025-01-06
  • S63 Uniform Securities Agent State Law Examination
    2022-08-08
Other Names
  • Kyle George White
  • Kyle G White

View on SEC IAPD

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