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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-09-02 |
| CT | RA | APPROVED | 2020-04-22 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Westborough | MA | 02/2016 | 04/2020 |
| Bank Of America, N.A. | Westborough | MA | 02/2016 | 04/2020 |
| Morgan Stanley | Boston | MA | 04/2020 | Present |
*462290- United States Soccer Federation; Investment related -No; Chicago, Massachusetts; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 12; Youth Soccer Referee
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-07-03 |
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