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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-24 |
| CT | RA | APPROVED | 2020-01-03 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 07/2019 | Present |
| Morgan Stanley | Hartford | CT | 06/2018 | 08/2018 |
| Fidelity Investments | Merrimack | NH | 06/2017 | 08/2017 |
| Bryant University | Smithfield | RI | 09/2015 | 06/2019 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-11-26 |
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