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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-02-05 |
| VT | RA | APPROVED | 2020-01-29 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Rutland | VT | 02/2018 | 01/2020 |
| Ground Round Bar And Grill | Rutland | VT | 05/2017 | 03/2021 |
| The Holiday Inn- Greenfields Restaurant | Rutland | VT | 02/2017 | 05/2017 |
| Peoples United Bank | Rutland | VT | 06/2016 | 02/2018 |
| Morgan Stanley | Rutland | VT | 01/2020 | Present |
Habitat for Humanity of Rutland County- 6 Court St, Rutland VT 05701, Board member and member of family selection committee. This is not investment-related. 07/2017 was start date- have a 3 year commitment as a board member. I donate approximately 12 hours a month. This is exclusively charitable and is a tax exempt company *442191 - 99 Restaurants; Investment related No; Rutland, VT; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); June 2021; During business hours: 0; After business hours: 20; Customer Service. *591046 - Snapdocs; Investment related -No; Covina, California; Notary Services; Notary (proprietor, partner, officer, director, employee, trustee, agent); 05/2024; During business hours: 0; After business hours: 5; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-09 |
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