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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-04-03 |
| TX | RA | APPROVED | 2023-04-03 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Hsbc Bank Usa, N.A. | New York | NY | 07/2017 | 02/2019 |
| Hsbc Securities (Usa) Inc. | New York | NY | 09/2017 | 02/2019 |
| Marist College | Poughkeepsie | NY | 09/2015 | 03/2017 |
| Marist College Office Of Advancement | Poughkeepsie | NY | 10/2014 | 10/2016 |
| Unemployed | Huntington | NY | 04/2017 | 06/2017 |
| Marist College | Poughkeepsie | NY | 08/2013 | 05/2017 |
| Jpmorgan Chase Bank, N.A. | New York | NY | 03/2019 | 07/2020 |
| Jpmorgan Securities, Llc. | New York | NY | 03/2019 | 07/2020 |
| First Republic Securities Company, Llc | New York | NY | 07/2020 | 04/2023 |
| First Republic Investment Management, Inc. | New York | NY | 07/2020 | 04/2023 |
| Morgan Stanley Smith Barney Llc | New York | NY | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2021-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-12-11 |
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