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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-16 |
| NY | RA | APPROVED | 2021-04-27 |
| CT | RA | APPROVED | 2020-06-22 |
Branch Locations
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Stamford | CT | 04/2020 | Present |
| Ss&C Technologies | New York | NY | 06/2019 | 04/2020 |
| Bank Of America Merrill Lynch | New York | NY | 06/2018 | 06/2019 |
| Captrust | New York | NY | 01/2017 | 01/2018 |
| Cjm Wealth Management | New York | NY | 10/2016 | 01/2017 |
| Student | New York | NY | 04/2010 | 05/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-11 |
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