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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-03-05 |
| TX | RA | APPROVED | 2026-03-05 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 06/2022 | 02/2026 |
| Andover Public Schools | Andover | MA | 08/2005 | 08/2018 |
| University Of Vermont | Burlington | VT | 08/2018 | 05/2022 |
| Keybank | Burlington | VT | 05/2021 | 08/2021 |
| Barnyard Wood Crafted Pizza | Burlington | MA | 06/2020 | 11/2020 |
| Acorn Home And Design | Andover | MA | 05/2015 | 01/2020 |
| Morgan Stanley | Boston | MA | 02/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-08 |
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