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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 07/2024 | Present |
| Morgan Stanley | New York City | NY | 05/2023 | 07/2024 |
| The New York Sun | New York City | NY | 05/2022 | 08/2022 |
| Newport Harbor Yacht Club | Newport Beach | CA | 08/2018 | 09/2021 |
| Harvard Law School Library | Cambridge | MA | 09/2022 | 12/2023 |
| Pain Du Monde Cafe | Newport Beach | CA | 08/2019 | 03/2020 |
| College Student / Unemployed | Cambridge | MA | 09/2021 | 05/2022 |
| Unemployed | Cambridge | MA | 01/2024 | 07/2024 |
| Unemployed | Newport Beach | CA | 01/2014 | 08/2018 |
| Bluewater Grill | Newport Beach | CA | 05/2021 | 09/2021 |
*615106 - New England Intercollegiate Sailing Association; Investment related:No; Branford, Connecticut; Sports League; Employee(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 8; Labor/Service *685002- One United; Investment related: No; Orlando, Florida; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 15; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-07 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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