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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2025-12-08 |
| TX | RA | APPROVED | 2020-04-08 |
| CT | RA | APPROVED | 2019-07-19 |
Branch Locations
250 Fillmore Street Suite 104, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Citizens Securities, Inc | Hudson | MA | 04/2018 | 07/2019 |
| Citizens Bank | Dedham | MA | 02/2016 | 04/2018 |
| Lululemon Athletica | Newton | MA | 10/2018 | 07/2019 |
| Ann Taylor | Newton | MA | 02/2016 | 07/2017 |
| Morgan Stanley | Denver | CO | 07/2019 | Present |
*465687 - lululemon; Investment related - No; Natick, Massachusetts; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 11/2021; During business hours: 0; After business hours: 15; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-06-05 |
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