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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-08-07 |
| CT | RA | APPROVED | 2026-07-21 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 10/2025 | Present |
| The Ridge Club | Sandwich | MA | 08/2016 | 09/2021 |
| Bentley University | Waltham | MA | 09/2021 | 05/2025 |
| High School | Medfield | MA | 01/2016 | 06/2021 |
| The Ridge Club | Sandwich | MA | 06/2025 | 09/2025 |
| Bentley University Admissions Office | Waltham | MA | 08/2022 | 05/2025 |
| Equitable Advisors | Wellesley | MA | 02/2023 | 08/2023 |
| Dellbrook Jks | Falmouth | MA | 06/2024 | 09/2024 |
| Crisp | Osterville | MA | 05/2022 | 09/2024 |
| Tugboats | Yarmouth | MA | 06/2021 | 09/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-07-21 |
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