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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-12-21 |
| TX | RA | APPROVED | 2020-04-01 |
| CT | RA | APPROVED | 2019-06-04 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Fastenal | Elmsford | NY | 02/2014 | 03/2017 |
| Mercy College | Dobbs Ferry | NY | 09/2013 | 05/2017 |
| Curry Subaru | Cortlandt Manor | NY | 05/2017 | 01/2018 |
| Newbridge Securities Corporation | White Plains | NY | 01/2018 | 07/2018 |
| Unemployed | Putnam Valley | NY | 07/2018 | 11/2018 |
| Curry Subaru | Cortlandt Manor | NY | 11/2018 | 03/2019 |
| Morgan Stanley | Westport | CT | 03/2019 | Present |
*456868 - Rental Property; Investment related - Yes; Wilmington, North Carolina; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2021 During business hours: 0; After business hours: 10; Administrative *528625 - Rental Property; Investment related - Yes; Bethel, Connecticut; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 0; After business hours: 10; Administrative, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2019-06-04 |
| S63 | Uniform Securities Agent State Law Examination | 2018-05-11 |
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