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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-10-02 |
| NM | RA | APPROVED | 2023-09-22 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Albuquerque | NM | 01/2023 | Present |
| Three Sisters Kitchen | Albuquerque | NM | 04/2019 | 12/2022 |
| Los Poblanos Historic Inn And Farm | Albuquerque | NM | 07/2018 | 04/2019 |
| Craig Jones Food | Providence | RI | 10/2017 | 07/2018 |
| The Dorrance | Providence | RI | 10/2016 | 07/2018 |
| Crave Food Service | Providence | RI | 03/2016 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2025 | Present |
(1) The Flavor Experience; Not Investment Related; Freeport, ME; Annual food industry conference for food manufacturers and multi-site restaurant operators to network, discuss industry trends, and sample new emerging product lines; Culinary Team Lead; Contractor; Contact renews annually, first year was August 2014; 0 hours devoted per month; take off 8 consecutive days/year to work the event; My role is to facilitate the visiting sponsor chefs and their production for all meal periods of the event. Each meal period features dozens of corporate chefs representing a variety of products on the market. My role is to ensure the proper delivery and allocation of products as well as being the middle man between the visiting chefs and the host venue. *598398 - Sugar Moon Syrups, LLC.; Investment related: Yes; Cedar Crest, New Mexico; Food manufacturer; Fiance of owner(proprietor, partner, officer, director, employee, trustee, agent); 7/2024; During business hours: 0; After business hours: 20; Customer Service:Labor/Service:Sales/Marketing:Accounting/Bookkeeping:Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-22 |
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