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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-07-19 |
| NY | RA | APPROVED | 2023-03-23 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Watertown | NY | 03/2023 | Present |
| Canandaigua National Bank & Trust | Canandaigua | NY | 06/2017 | 03/2023 |
| X-Bac, Llc (Dba Lpl Financial) | Rochester | NY | 12/2016 | 04/2017 |
| Suny College At Brockport | Brockport | NY | 01/2016 | 12/2016 |
| Niagara University | Niagara | NY | 01/2017 | 12/2017 |
| Suny Brockport | Brockport | NY | 08/2012 | 12/2016 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2023-04-11 |
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