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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-09-05 |
| ME | RA | APPROVED | 2025-08-14 |
Branch Locations
100 Middle Street 3Rd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Salem Advisory Group, Llc | Wells | ME | 05/2023 | 03/2024 |
| Waynflete School | Portland | ME | 09/2017 | 06/2021 |
| Morgan Stanley | Portland | ME | 12/2024 | Present |
| Bentley University | Waltham | MA | 06/2021 | 12/2024 |
| St. Brigid School | Portland | ME | 09/2008 | 09/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-08-13 |
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