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One Financial Center, Boston, MA 02111-2621 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2020-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 03/2016 | 07/2017 |
| Vdc Research | Natick | MA | 09/2016 | 12/2016 |
| Bentley University | Waltham | MA | 09/2013 | 05/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 09/2019 |
| Loomis, Sayles & Company, L.P. | Boston | MA | 09/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-08 |
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