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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-01-06 |
| VT | RA | APPROVED | 2025-10-29 |
Branch Locations
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Colchester | VT | 04/2023 | Present |
| Quist Valuation | Boulder | CO | 08/2020 | 12/2020 |
| National Hotel Tap & Grill - Block Island | New Shoreham | RI | 05/2020 | 08/2020 |
| Kedron Valley Inn | Woodstock | VT | 06/2021 | 12/2022 |
| Last Run Lounge | Killington | VT | 12/2022 | 03/2023 |
| Connecticut College | New London | CT | 08/2018 | 05/2022 |
| Hanover High School | Hanover | NH | 08/2016 | 06/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2025 | Present |
*671218 - The Ransom Tavern; Investment related: No; South Woodstock, Vermont; Restaurant/Bar/Nightclub; Resturant Server(proprietor, partner, officer, director, employee, trustee, agent); 12/2025; During business hours: 0; After business hours: 16; Customer Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-10-28 |
| S63 | Uniform Securities Agent State Law Examination | 2023-05-25 |
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