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Current Employers
Morgan Stanley

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

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED 2023-07-24
NY RA APPROVED 2023-06-21
  • TX RA
    APPROVED
    Since 2023-07-24
  • NY RA
    APPROVED
    Since 2023-06-21

Branch Locations

300 Linden Oaks Suite 200, Rochester, NY 14625 • 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
Morgan Stanley Rochester NY 07/2022 Present
Jac Insurance Agency Llc Fairport NY 05/2018 06/2022
Diocese Of Rochester Rochester NY 11/2015 03/2020
Goodwill Victor NY 05/2015 09/2018
Full Time Student Brockport NY 08/2016 05/2020
Autumn Woods Community Brockport NY 05/2019 09/2019
  • 07/2022 → Present
    Rochester, NY
  • 05/2018 → 06/2022
    Jac Insurance Agency Llc
    Fairport, NY
  • 11/2015 → 03/2020
    Diocese Of Rochester
    Rochester, NY
  • 05/2015 → 09/2018
    Goodwill
    Victor, NY
  • 08/2016 → 05/2020
    Full Time Student
    Brockport, NY
  • 05/2019 → 09/2019
    Autumn Woods Community
    Brockport, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2023-06-21
  • S66 Uniform Combined State Law Examination
    2023-06-21

View on SEC IAPD

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