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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2022-08-04 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2018-10-15 |
Branch Locations
450 Essjay Road Suite 100, Williamsville, NY 14221 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Platinum Fitness | East Amherst | NY | 05/2016 | 01/2017 |
| Morgan Stanley | Williamsville | NY | 06/2017 | 09/2017 |
| Canisius College | Buffalo | NY | 08/2014 | 05/2018 |
| Morgan Stanley Smith Barney Llc | Williamsville | NY | 06/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | Present |
*560021 - Amherst Lacrosse Association ; Investment related - No ; Williamsville, New York ; Recreation ; Coach(proprietor, partner, officer, director, employee, trustee, agent) ; 6/2023 ; During business hours : 0 ; After business hours : 12 ; Youth Lacrosse coach *659835 - Williamsville Lacrosse Club; Investment related: No; Buffalo, New York; Recreation; Youth Lacrosse Coach (proprietor, partner, officer, director, employee, trustee, agent); 09/2025; During business hours: 0; After business hours: 6; Coaching kids *668805- Buffalo Lacrosse Academy; Investment related: No; Orchard Park, New York; Recreation; Lacrosse Coach (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 4; Coaching lacrosse
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-10-12 |
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