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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-10-11 |
| TX | RA | APPROVED_RES | 2021-04-14 |
| UT | RA | APPROVED | 2019-05-23 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
Farmington, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Relin Goldsttein & Crane, Llp | Rochester | NY | 06/2016 | 01/2017 |
| Axa Advisors, Llc | New York | NY | 12/2016 | 08/2018 |
| Morgan Stanley | Rochester | NY | 08/2018 | Present |
| Morgan Stanley Services Group, Inc. | South Jordan | UT | 08/2018 | 10/2021 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-02-02 |
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