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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-17 |
| NY | RA | APPROVED | 2025-03-17 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Aig | Jersey City | NJ | 06/2022 | 08/2022 |
| Yale University | New Haven | CT | 09/2023 | 05/2024 |
| Yale University | New Haven | CT | 09/2022 | 05/2023 |
| Yale University | New Haven | CT | 09/2021 | 05/2022 |
| Yale University | New Haven | CT | 09/2020 | 08/2021 |
| Montgomery Township School District | Skillman | NJ | 09/2008 | 06/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-15 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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