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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-01-24 |
| CT | RA | APPROVED | 2025-01-06 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 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 |
*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
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 2022-08-08 |
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