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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-06-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Vail Resorts | Broomfield | CO | 08/2016 | 03/2017 |
| Janet O'HAra Healy Business And Education Consulting | Louisville | CO | 02/2011 | 07/2016 |
| First Command Financial Planning , Inc | Fort Worth | TX | 03/2017 | 10/2017 |
| Fidelity Brokerage Services Llc | Greenwood Village | CO | 10/2017 | 12/2018 |
| Empower Advisory Group, Llc | Greenwood Village | CO | 01/2019 | 05/2023 |
| Morgan Stanley | Newport | RI | 06/2025 | Present |
| Unemployed | 108 Kay Blvd | RI | 05/2023 | 06/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-09-16 |
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