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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-06-13 |
| CT | RA | APPROVED | 2018-03-20 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
Mansfield, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Dedham | MA | 07/2016 | 03/2017 |
| Citizens Bank | Dedham | MA | 07/2016 | 03/2017 |
| Morgan Stanley | Boston | MA | 03/2017 | 06/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Ashland | MA | 08/2017 | 03/2018 |
| Bank Of America, N.A. | Ashland | MA | 08/2017 | 03/2018 |
| Morgan Stanley | Boston | MA | 03/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-22 |
| S63 | Uniform Securities Agent State Law Examination | 2016-12-22 |
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