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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-04-02 |
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 | Purchase | NY | 02/2025 | Present |
| Samsung- Neurologica | Danvers | MA | 01/2024 | 05/2024 |
| Salem Five Bank | Beverly | MA | 10/2023 | 12/2023 |
| Morgan Stanley | New York | NY | 06/2023 | 08/2023 |
| The Kraft Group & Affiliates | Foxborough | MA | 02/2022 | 03/2023 |
| Signature Bank | New York | NY | 06/2022 | 08/2022 |
| Aflac Inc | Holbrook | NY | 05/2021 | 08/2021 |
| Sacred Heart University | Farifield | MA | 08/2020 | 12/2020 |
| Assumption University | Worcester | MA | 09/2021 | 05/2023 |
| Sacred Heart University | Fairfield | CT | 08/2019 | 05/2021 |
| Endicott College | Beverly | MA | 09/2023 | 01/2025 |
| Sachem High School East | Farmingville | NY | 09/2015 | 06/2019 |
| Worcester Railers Junior Hockey Club | Worcester | MA | 01/2022 | 02/2023 |
| Assumption University | Worcester | MA | 02/2023 | 05/2023 |
| Crossmark | Salem | MA | 10/2023 | 12/2024 |
| Power Home Remodeling | Waltham | MA | 07/2024 | 08/2024 |
*648726 - Simply Set; Investment related: No; Pittstown, New Jersey; Retail/Online Stores; Employee(proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 30; Labor/Service *662714 - footprint Solutions; Investment related: No; Lisle, Illinois; Retail/Online Stores; Employee (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 15; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-02 |
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
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