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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2021-09-30 |
| TX | RA | APPROVED | 2021-09-30 |
Branch Locations
1999 Avenue Of The Stars Suite 2400, Los Angeles, CA 90067 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 07/2018 | 09/2021 |
| Providence College | Providence | RI | 07/2014 | 05/2018 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 05/2017 | 09/2017 |
| Bank Of America, N.A. | New York | NY | 08/2018 | 09/2021 |
| Morgan Stanley | Los Angeles | CA | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-19 |
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