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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-11-20 |
| CT | RA | APPROVED | 2025-11-10 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 10/2022 | Present |
| Swiftest | New York | NY | 10/2021 | 10/2022 |
| Actor / Lev Harvey | New York | NY | 04/2015 | 07/2021 |
| New York Yoga | New York | NY | 07/2019 | 05/2020 |
| Unemployed | New York | NY | 07/2021 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-07-30 |
| S63 | Uniform Securities Agent State Law Examination | 2025-02-28 |
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