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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-10-11 |
| CT | RA | APPROVED | 2024-10-07 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| West Bridgewater Public Schools | West Bridgewater | MA | 01/2014 | 07/2018 |
| Shaw's Supermarkets | North Easton | MA | 07/2018 | 10/2022 |
| Stonehill College | Easton | MA | 10/2022 | 06/2023 |
| Imperia Wealth Management | Braintree | MA | 06/2023 | 08/2023 |
| Stonehill College | Easton | MA | 08/2023 | 07/2024 |
| Osaic Wealth Inc | Braintree | MA | 01/2024 | 07/2024 |
| Lpl Financial Llc | Braintree | MA | 07/2024 | 09/2024 |
| Morgan Stanley | Boston | MA | 09/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-05-01 |
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