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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-06 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2023 | Present |
| Unemployed | Na | XX | 05/2023 | 07/2023 |
| Boston College | Chestnut Hill | MA | 08/2022 | 05/2023 |
| Morgan Stanley | New York | NY | 06/2022 | 08/2022 |
| Unemployed | Na | XX | 05/2022 | 06/2022 |
| Boston College | Chestnut Hill | MA | 08/2021 | 05/2022 |
| Nuance Communications | Burlington | MA | 05/2021 | 08/2021 |
| Boston College | Chestnut Hill | MA | 08/2020 | 05/2021 |
| Unemployed | Na | XX | 05/2020 | 08/2022 |
| Boston College | Chestnut Hill | MA | 08/2019 | 05/2020 |
| J.CRew | Peabody | MA | 04/2019 | 08/2019 |
| Unemployed | Na | XX | 12/2018 | 04/2019 |
| Group 1 Automotive | Peabody | MA | 08/2018 | 12/2018 |
| Unemployed | Na | XX | 05/2018 | 08/2018 |
| Green Mountain Valley School | Waitsfield | VT | 08/2014 | 05/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-05-04 |
| S63 | Uniform Securities Agent State Law Examination | 2023-08-07 |
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