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Account
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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2024-09-05 |
| CT | RA | APPROVED | 2019-06-17 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 09/2016 | 06/2019 |
| Transas Marine Limited | Cork | 01/2015 | 09/2016 | |
| Bank Of America, N.A. | Boston | MA | 07/2017 | 06/2019 |
| Morgan Stanley | Boston | MA | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-25 |
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