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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-05-02 |
| TX | RA | APPROVED | 2021-05-21 |
| CT | RA | APPROVED | 2021-05-08 |
Branch Locations
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Stamford | CT | 12/2017 | 10/2019 |
| Connecticut State Golf Association | Rocky Hill | CT | 05/2017 | 09/2017 |
| St. Michael's College | Colchester | VT | 08/2013 | 05/2017 |
| Morgan Stanley | Stamford | CT | 11/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-10 |
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