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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2026-07-30 |
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Middleton | MA | 01/2024 | 07/2026 |
| Accurent | New York City | NY | 01/2025 | 05/2025 |
| Medical Healthcare Solutions | Andover | MA | 06/2023 | 12/2023 |
| Andover Gulf | Andover | MA | 03/2020 | 12/2023 |
| Massachusetts State Government | Andover | MA | 06/2021 | 08/2022 |
| Andover Gulf | Andover | MA | 01/2014 | 02/2020 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-20 |
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