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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-04 |
| CT | RA | APPROVED | 2020-02-21 |
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 |
|---|---|---|---|---|
| Salem State University | Salem | MA | 09/2015 | 06/2019 |
| Danvers Indoor Sports | Danvers | MA | 10/2015 | 10/2016 |
| Nuance Communications | Burlington | MA | 07/2016 | 11/2016 |
| Salamida Construction | Salem | MA | 10/2016 | 12/2016 |
| New York Life Insurance Company | Waltham | MA | 04/2017 | 05/2018 |
| Nylife Securities Llc | Waltham | MA | 05/2017 | 05/2018 |
| Winslow, Evans & Crocker, Inc. | Boston | MA | 08/2018 | 02/2020 |
| Morgan Stanley | Boston | MA | 02/2020 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-12 |
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