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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NH | RA | APPROVED | 2020-11-13 |
| TX | RA | APPROVED | 2020-11-13 |
Branch Locations
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Wellesley Hills | MA | 03/2008 | 11/2020 |
| City National Bank | Wellesley Hills | MA | 07/2018 | 11/2020 |
| Morgan Stanley Smith Barney Llc | Wellesley | MA | 11/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
*611690 - Rental Property ; Investment Related - Yes; Norwood, Massachusetts; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2004-12-07 |
| S63 | Uniform Securities Agent State Law Examination | 1984-06-20 |
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