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33 Whitehall Street 11Th Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-06-05 |
| TX | RA | APPROVED_RES | 2025-06-13 |
Branch Locations
33 Whitehall Street 11Th Floor, New York, NY 10004 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 04/2017 | 03/2024 |
| Crrc Ma Corporation | Boston | MA | 08/2015 | 01/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | 03/2024 |
| San Blas Securites | Boston | MA | 05/2024 | 10/2024 |
| Dinosaur Financial Group Llc | New York | NY | 05/2025 | Present |
| Dcm Advisors Llc | New York | NY | 05/2025 | Present |
| Unemployed | Newton | MA | 11/2024 | 04/2025 |
Yan Dai;Investment related- No; Belmont, Massachusetts; Maintenance; Management (proprietor, partner, officer, director, employee, trustee, agent); 03/2016
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2026-05-21 |
| S66 | Uniform Combined State Law Examination | 2017-06-21 |
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