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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-10-10 |
| CT | RA | APPROVED | 2025-10-01 |
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 |
|---|---|---|---|---|
| Rbc Capital Markets, Llc | Wellesley | MA | 02/2024 | 05/2025 |
| Brown Brothers Harriman & Co. | Boston | MA | 05/2023 | 12/2023 |
| Game On | Boston | MA | 01/2023 | 05/2023 |
| Bangor Savings Bank | Brunswick | ME | 04/2020 | 08/2021 |
| Nike | Freeport | ME | 04/2015 | 08/2018 |
| Ymca | Portland | ME | 05/2017 | 08/2017 |
| Upp Global | Portland | ME | 12/2022 | 01/2023 |
| Boston University | Boston | MA | 09/2021 | 05/2023 |
| Cheverus High School | Portland | ME | 09/2014 | 05/2018 |
| Merrimack College | North Andover | MA | 09/2018 | 05/2020 |
| Morgan Stanley | Boston | MA | 08/2025 | Present |
| Strega | Boston | MA | 05/2025 | 08/2025 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-10-01 |
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