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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-12-10 |
| TX | RA | APPROVED | 2025-11-14 |
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 |
|---|---|---|---|---|
| Mml Investors Services, Llc | Boston | MA | 06/2024 | 10/2025 |
| Massmutual Life Insurance Co | Boston | MA | 05/2023 | 10/2025 |
| Arlington Catholic High School | Arlington | MA | 09/2016 | 05/2020 |
| University Of Vermont | Burlington | VT | 05/2020 | 05/2024 |
| Wilson Farm | Lexington | MA | 01/2017 | 12/2018 |
| Mount Hope Christian School | Burlington | MA | 01/2018 | 02/2020 |
| Gulf Oil Inc. | Andover | MA | 03/2020 | 09/2020 |
| Amf Optics Llc. | Woburn | MA | 05/2022 | 08/2022 |
| Joyce Middle School | Woburn | MA | 01/2014 | 05/2017 |
| Morgan Stanley | Boston | MA | 11/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2025-12-09 |
| S63 | Uniform Securities Agent State Law Examination | 2024-07-19 |
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