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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-05-02 |
| TX | RA | APPROVED | 2025-05-02 |
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 |
|---|---|---|---|---|
| Fidelity Investments | Greenwood Village | CO | 02/2023 | 03/2025 |
| Tifin Wealth | Boulder | CO | 09/2022 | 12/2022 |
| Unemployed | Newbury | NH | 05/2022 | 09/2022 |
| Dukas Linden Public Relations | Dallas | TX | 09/2019 | 05/2022 |
| Susan G. Komen Organization Of New Orleans | New Orleans | LA | 01/2019 | 04/2019 |
| Mary Kay, Inc. | Dallas | TX | 06/2018 | 08/2018 |
| Tulane University | New Orleans | LA | 08/2015 | 05/2019 |
| Unemployed | New York | NY | 05/2019 | 09/2019 |
| Unemployed | Denver | CO | 01/2023 | 02/2023 |
| Fidelity Investments | Boston | MA | 03/2025 | 03/2025 |
| Morgan Stanley | Boston | MA | 04/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 2023-06-09 |
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