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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-05-26 |
| CT | RA | APPROVED | 2022-08-04 |
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 |
|---|---|---|---|---|
| Ubs Financial Services | Springfield | MA | 06/2018 | 12/2018 |
| Ubs Financial Services Inc | Wellesley | MA | 12/2018 | 07/2021 |
| Union College | Schenectady | NY | 01/2014 | 05/2018 |
| Morgan Stanley | Boston | MA | 08/2021 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-11-03 |
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