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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-02-27 |
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 |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| Schroders Asset Management | New York | NY | 06/2022 | 08/2022 |
| White Elephant Resorts | Nantucket | MA | 06/2021 | 08/2021 |
| Manursing Country Club | Rye | NY | 05/2020 | 08/2020 |
| Greenwich Country Club | Greenwich | CT | 06/2019 | 08/2019 |
| Vanderbilt University | Nashville | TN | 08/2020 | 05/2024 |
| Unemployed - Student | Rye | NY | 11/2001 | 05/2019 |
| Unemployed- High School Student | Rye | NY | 08/2019 | 04/2020 |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-02-27 |
| S63 | Uniform Securities Agent State Law Examination | 2024-08-05 |
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