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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-03-25 |
| NY | RA | APPROVED | 2025-03-24 |
Branch Locations
1 New York Plaza, New York, NY 10004 • United States
2000 Westchester Avenue, Purchase, NY 10577-2530 • USA
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 07/2024 | Present |
| Unemployed | Glen Ridge | NJ | 06/2012 | 09/2017 |
| Glen Ridge High School | Glen Ridge | NJ | 09/2017 | 06/2020 |
| Haverford College | Haverford | PA | 08/2020 | 06/2022 |
| Philips Medical Capital | Wayne | PA | 06/2022 | 08/2022 |
| Haverford College | Haverford | PA | 08/2022 | 06/2023 |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Unemployed | Glen Ridge | NJ | 06/2020 | 08/2020 |
| Haverford College | Haverford | NJ | 08/2023 | 07/2024 |
*613018 - Rose Gold; Investment related: No; New York, New York; Restaurant/Bar/Nightclub; DJ for a bar(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 3; DJ
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-03-24 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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