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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| CT | RA | APPROVED | 2017-08-21 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
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 |
|---|---|---|---|---|
| Gordon College | Wenham | MA | 08/2013 | 12/2016 |
| Gordon College-Bennett Center | Wenham | MA | 08/2015 | 12/2016 |
| Wegmans | Burlington | MA | 01/2017 | 05/2017 |
| Morgan Stanley | Boston | MA | 03/2017 | 08/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
| Morgan Stanley | Boston | MA | 08/2017 | Present |
1.Food Blog; Investment related: No; Food Blog; Food Blog Writer(proprietor, partner, officer, director, employee, trustee, agent); Dec 2014; During business hours: 0; After business hours: 5; Post pictures of food and write restaurant reviews.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-21 |
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