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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-12-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 05/2023 | Present |
| Face To Nails Etc., A Day Spa | Chicopee | MA | 01/2004 | 03/2020 |
| Morgan Stanley | Winston-Salem | NC | 05/2023 | 02/2024 |
| Investors Title Exchange Corporation | Chapel Hill | NC | 06/2022 | 04/2023 |
| Westerly Yacht Club | Westerly | RI | 06/2022 | 08/2022 |
| Face To Nails Etc., A Day Spa | Chicopee | MA | 11/2023 | 04/2025 |
| Suffield Academy | Suffield | CT | 08/2017 | 05/2021 |
| The University Of North Carolina, Chapel Hill | Chapel Hill | NC | 08/2021 | 05/2025 |
*644864 - University of North Carolina at Chapel Hill, Kenan-Flagler Business School Center for Excellence in Investment Management; Investment Management Action Council, Private Wealth Management Vertical; Investment related: No; Chapel Hill, North Carolina; Education; Board Member, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); 06/2025; During business hours: 0; After business hours: 1; Provide career advice to students regarding investment management careers and advise on the overall direction of the Center for Excellence in Investment Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-11-29 |
| S63 | Uniform Securities Agent State Law Examination | 2025-05-29 |
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