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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-23 |
| CT | RA | APPROVED | 2019-12-20 |
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 |
|---|---|---|---|---|
| Bank Of America, N.A. | Boston | MA | 04/2015 | 12/2019 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 10/2015 | 12/2019 |
| Morgan Stanley | Boston | MA | 12/2019 | Present |
*663290- Boys and Girls Club of Dorchester; Investment related: No; Dorchester, Massachusetts; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 4; Sales/Marketing, Fundraising
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-08 |
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