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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Middleton | MA | 08/2022 | 07/2026 |
| Pure Incubation Ventures | Peabody | MA | 06/2023 | 08/2023 |
| Essex County Club | Manchester-By-The-Sea | MA | 05/2021 | 06/2021 |
| Myopia Hunt Club | South Hamilton | MA | 05/2019 | 06/2021 |
| Golf Galaxy | Reading | MA | 01/2020 | 08/2020 |
| Valley Hockey League | Haverhill | MA | 12/2018 | 11/2019 |
| Primary Education | Georgetown | MA | 01/2015 | 12/2018 |
| Worker's Compensation | Georgetown | MA | 06/2021 | 06/2023 |
| Boston College | Georgetown | MA | 08/2020 | 12/2024 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-05-13 |
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