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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
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Alpharetta | GA | 06/2025 | Present |
| George Pickett And Associates | Apex | NC | 02/2024 | 04/2025 |
| State Street Corporation | Boston | MA | 06/2024 | 08/2024 |
| Wears Woody | Boston | MA | 08/2017 | 12/2024 |
| Blackbridge Financial | Raleigh | NC | 05/2023 | 06/2023 |
| White Sand Beach Association | Old Lyme | CT | 07/2023 | 08/2023 |
| White Sand Beach Association | Old Lyme | CT | 06/2024 | 08/2024 |
| Boston College High School | Dorchester | MA | 09/2017 | 06/2021 |
| William H. Galvin Middle School | Canton | MA | 01/2015 | 09/2017 |
| North Carolina State University | Raleigh | NC | 08/2021 | 05/2025 |
| White Sand Beach Association | Old Lyme | CT | 06/2020 | 09/2020 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-11-26 |
| S63 | Uniform Securities Agent State Law Examination | 2025-07-29 |
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