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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-05-18 |
| TX | RA | APPROVED | 2026-05-18 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 05/2026 | Present |
| Jp Morgan Securities Llc | New York | NY | 07/2023 | 01/2025 |
| First Republic Investment Management, Inc. | New York | NY | 06/2022 | 07/2023 |
| First Republic Securities Company, Llc | New York | NY | 06/2022 | 07/2023 |
| Stonehill College | North Easton | MA | 09/2018 | 05/2022 |
| New Rochelle Highschool | New Rochelle | NY | 09/2014 | 07/2018 |
| First Republic Bank | New York | NY | 05/2021 | 07/2021 |
| Rye Playland | Rye | NY | 06/2019 | 07/2019 |
| Rbc Capital Markets, Llc | New York | NY | 01/2025 | 04/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-02-10 |
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