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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-11-14 |
| CT | RA | APPROVED | 2023-10-23 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Middleton | MA | 11/2022 | Present |
| United Health Group | Minneapolis | MN | 05/2021 | 11/2021 |
| Ubs | Boston | MA | 05/2020 | 08/2021 |
| Andover Country Club | Andover | MA | 05/2019 | 09/2019 |
| Saint Anselm College | Manchester | NH | 09/2018 | 05/2022 |
| Reading Memorial High School | Reading | MA | 08/2014 | 05/2018 |
| Unemployed | Reading | MA | 06/2018 | 04/2019 |
| Unemployed | Reading | MA | 06/2022 | 10/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*604817 - Self; Investment related: No; Reading, Massachusetts; Art/Culture; Musician (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 6; Music Performance
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-10-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-07-25 |
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