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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-08-10 |
| TX | RA | APPROVED | 2026-08-10 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2026 | Present |
| Boston College | Chestnut Hill | MA | 08/2022 | 05/2026 |
| Morgan Stanley | New York City | NY | 06/2025 | 08/2025 |
| Eagles Mere Athletic Association | Eagles Mere | PA | 06/2024 | 08/2024 |
| Morgan Stanley | New York City | NY | 05/2024 | 06/2024 |
| Eagles Mere Athletic Association | Eagles Mere | PA | 06/2023 | 08/2023 |
| Eagles Mere Athletic Association | Eagles Mere | PA | 06/2022 | 08/2022 |
| Morgan Stanley | Florham Park | NJ | 05/2023 | 06/2023 |
| Eagles Mere Association | Eagles Mere | PA | 06/2021 | 08/2021 |
| Fusion Employer Services | Lawrence Township | NJ | 06/2020 | 07/2020 |
| Eagles Mere Athletic Association | Eagles Mere | PA | 06/2019 | 08/2019 |
| Chatham High School | Chatham | NJ | 09/2018 | 06/2022 |
| Chatham Middle School | Chatham | NJ | 09/2015 | 06/2018 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-08-10 |
| S63 | Uniform Securities Agent State Law Examination | 2026-07-28 |
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