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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-09-13 |
| NY | RA | APPROVED | 2024-09-06 |
| CT | RA | APPROVED | 2024-08-28 |
| VT | RA | APPROVED | 2024-08-28 |
Branch Locations
90 Grove Street, Ridgefield, CT 06877 • United States
105 West View Road 5Th Floor, Colchester, VT 05446 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Fairfield | CT | 06/2009 | 06/2023 |
| Unemployment | Bethel | CT | 04/2024 | 08/2024 |
| H&R Block | Bethel | CT | 11/2023 | 04/2024 |
| Morgan Stanley | Colchester | VT | 08/2024 | Present |
| Retired/Did Not Work | Bethel | CT | 06/2023 | 11/2023 |
*610823 - H&R block; Investment Related - No; Kansas City, Missouri; Tax Preperation; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2024; During Business Hours: 0; After Business Hours: 36; Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2009-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1996-06-24 |
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