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20 Office Park Way Unit 120, Pittsford, NY 14534 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2026-05-12 |
| NY | RA | APPROVED | 2026-04-16 |
Branch Locations
20 Office Park Way Unit 120, Pittsford, NY 14534 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 06/2009 | 04/2026 |
| Morgan Stanley Private Bank, National Association | Marco Island | FL | 01/2015 | 04/2026 |
| Factorpoint Planning, Llc | Pittsford | NY | 04/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2018-04-19 |
| S63 | Uniform Securities Agent State Law Examination | 1984-03-14 |
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