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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-10 |
| TX | RA | APPROVED | 2026-03-10 |
Branch Locations
2000 Westchester Avenue, 1 Nc Northeast Region, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Purchase | NY | 07/2019 | 03/2023 |
| Sterling National Bank | Yonkers | NY | 05/2015 | 06/2017 |
| Morgan Stanley Private Bank Na | Purchase | NY | 07/2019 | 03/2023 |
| Morgan Stanley Services Group Inc | Purchase | NY | 07/2017 | 07/2019 |
| Jpmorgan Chase Bank Na | New York | NY | 03/2023 | 06/2025 |
| Jpmorgan Securities Llc | New York | NY | 03/2023 | 06/2025 |
| Iona College | New Rochelle | NY | 08/2015 | 11/2016 |
| Morgan Stanley | Purchase | NY | 06/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2023-07-24 |
| S63 | Uniform Securities Agent State Law Examination | 2021-05-03 |
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