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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
VT RA APPROVED 2026-08-18
  • VT RA
    APPROVED
    Since 2026-08-18

Branch Locations

105 West View Road 5Th Floor, Colchester, VT 05446 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Colchester VT 06/2026 Present
Social Finance, Inc. Boston MA 08/2019 05/2026
Deloitte Consulting Boston MA 01/2017 06/2019
Unemployed St. Albans VT 05/2016 01/2017
Morgan Stanley Private Bank, N.A New York NY 08/2026 Present
  • 06/2026 → Present
    Colchester, VT
  • 08/2019 → 05/2026
    Social Finance, Inc.
    Boston, MA
  • 01/2017 → 06/2019
    Deloitte Consulting
    Boston, MA
  • 05/2016 → 01/2017
    Unemployed
    St. Albans, VT
  • 08/2026 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2026-08-17
  • S66 Uniform Combined State Law Examination
    2026-08-17

View on SEC IAPD

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