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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-11-03 |
| VA | RA | APPROVED | 2022-10-31 |
Branch Locations
141 Longwater Drive Suite 102, Norwell, MA 02061 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| E*Trade Securities Llc | Boston | MA | 10/2016 | 02/2020 |
| E*Trade Capital Management Llc | Boston | MA | 10/2016 | 02/2020 |
| Unemployed | Hingham | MA | 12/2015 | 10/2016 |
| E*Trade Securities Llc | Boston | MA | 02/2020 | 10/2022 |
| E*Trade Capital Management Llc | Boston | MA | 02/2020 | 10/2022 |
| Morgan Stanley Smith Barney Llc | Norwell | MA | 10/2022 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2022 | Present |
Name of the business - Duhamel Refrigeration Is the business investment-related - No Address of the other business - Brockton MA Nature of the other business - Refrigeration and HVAC Start date of your relationship - Family Business Approximate number of hours/month you devote to the other business - >20 Number of hours you devote to the other business during securities trading hours - 0 Duties relating to other Business- Refrigeration tech
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-12-01 |
| S63 | Uniform Securities Agent State Law Examination | 2006-10-09 |
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