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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-03-12 |
| NY | RA | APPROVED | 2025-03-12 |
Branch Locations
263 Tresser Blvd Suite 500, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Stamford | CT | 04/2023 | 03/2025 |
| Connecticut Precast Corp. | Monroe | CT | 02/2019 | 04/2023 |
| Echo Bay Marina, Llc | Brookfield | CT | 04/2016 | 02/2019 |
| Magellan Private Industries | Easton | CT | 11/2020 | Present |
| Oppenheimer & Co. Inc. | Stamford | CT | 03/2025 | Present |
1. MAGELLAN PRIVTE INDUSTRIES, LLC. INVESTMENT RELATED-NO. EASTON, CT; LANDSCAPING; SOLE PROPRIETOR/OWNER. 11/2020; DURING BUSINESS HOURS:0; AFTER BUSINESS HOURS:10; ADMINSTRATIVE, ACCOUNTING/BOOKKEEPING, CUSTOMER SERVICE, LABOR/SERVICE. 2. TOWN OF EASTON, CT; INVESTMENT RELATED NO; EASTON, CT; GOVERNMENT; ELECTION DAY POLL CHECKER;12/2022; DURING BUSINESS HOURS:0, AFTER BUSINESS HOURS: 2; POLL CHECKER 3. CONSERVATION COMMISSION/INLAND WETLANDS AGENCY; INVESTMENT RELATED - NO; EASTON, CT; GOVERNMENT; BOARD MEMBER; 12/2022; DURING BUSINESS HOURS: 0; AFTER BUSINESS HOURS: 2; ALTERNATE MEMBER
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-06-04 |
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