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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-21 |
| FL | RA | APPROVED | 2026-08-11 |
Branch Locations
440 Royal Palm Way Suite 303, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach, | FL | 03/2026 | Present |
| University Of Louisville | Louisville | KY | 08/2021 | 05/2025 |
| Dain | Los Angeles | CA | 09/2024 | 02/2026 |
| Kingsmill Resort | Williamsburg | VA | 05/2023 | 08/2025 |
| Jamestown Highschool | Williamsburg | VA | 09/2017 | 05/2021 |
| Hornsby Middle School | Williamsburg | VA | 09/2014 | 07/2017 |
| Solana Foundation | Los Angeles | CA | 06/2024 | 01/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-08-10 |
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