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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-15 |
| RI | RA | APPROVED | 2026-05-01 |
Branch Locations
One Financial Plaza 19Th Floor, Providence, RI 02903 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Point Judith Country Club | Narragansett | RI | 05/2022 | 08/2025 |
| Nova Southeastern University | Fort Lauderdale | FL | 10/2021 | 05/2023 |
| Ess | Knoxville | TN | 12/2023 | 01/2024 |
| Narragansett Beach | Narragansett | RI | 05/2019 | 08/2022 |
| Twin Willows | Narragansett | RI | 05/2021 | 08/2021 |
| Stop And Shop | Narragansett | RI | 05/2018 | 08/2018 |
| Ferri Middle School | Johnston | RI | 01/2013 | 04/2018 |
| Fidelity Investments | Smithfield | RI | 01/2024 | 09/2025 |
| La Salle Academy | Providence | RI | 09/2015 | 06/2019 |
| Wheaton College | Norton | MA | 08/2019 | 05/2021 |
| Nova Southeastern University | David | FL | 08/2021 | 05/2023 |
| Morgan Stanley | Providence | RI | 09/2025 | Present |
*659077 - Point Judith Country Club; Investment related -No; Narragansett, Rhode Island; Restaurant/Bar/Nightclub; Employee (proprietor, partner, officer, director, employee, trustee, agent); 05/2022; During business hours: 0; After business hours: 10; Customer Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-04-30 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-17 |
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