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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-08-30 |
| TX | RA | APPROVED_RES | 2021-10-01 |
| CT | RA | APPROVED | 2019-01-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Iboss | Boston | MA | 07/2018 | 03/2019 |
| Independence Financial Partners | Warwick | RI | 02/2016 | 12/2016 |
| Garage Clothing | Providence | RI | 06/2015 | 12/2016 |
| L.L. Bean | Boston | MA | 11/2018 | 03/2019 |
| Brown Brothers Harriman | Boston | MA | 06/2017 | 08/2017 |
| Sperry Topsider | Freeport | ME | 06/2013 | 08/2018 |
| Sugarloaf Mountain | Carrabassett Valley | ME | 11/2012 | 04/2018 |
| Providence College | Providence | RI | 08/2014 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Boston | MA | 01/2019 | 03/2019 |
| Morgan Stanley | New York | NY | 03/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 04/2019 | Present |
*385095 - Bar Method NoHo; Investment related: No; New York, New York; Fitness Classes; Employee (proprietor, partner, officer, director, employee, trustee, agent); 12/2019; During business hours: 0; After business hours: 10; Other *691315- SideQuest Sweets; Investment related: No; New York, New York; Baking / Baked Goods - Hobby Business; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 20; Labor/Service, Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-23 |
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