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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-28 |
| CT | RA | APPROVED | 2026-08-21 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Middleton | MA | 12/2024 | Present |
| Arthur J. Gallagher | Boston | MA | 06/2023 | 11/2024 |
| Cafe Capri | Reading | MA | 04/2020 | Present |
| Pure Solutions | Weston | MA | 05/2022 | 08/2022 |
| Bentley University | Waltham | MA | 08/2021 | 05/2023 |
| Bentley University | Waltham | MA | 04/2022 | 05/2023 |
| Anthony's Roast Beef | Reading | MA | 04/2017 | 03/2019 |
| Unemployed- In High School | Reading | MA | 01/2015 | 03/2017 |
| Unemployed- Freshman In College | Poughkeepsie | NY | 03/2019 | 04/2020 |
*621029 - Cafe Capri; Investment Related: No; Reading, Massachusetts; Restaurant/Bar/Nightclub; Employee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2020; During Business Hours: 0; After Business Hours: 40; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-21 |
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