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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2026-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Garde Capital, Inc. | Seattle | WA | 09/2021 | 12/2025 |
| Bny Mellon | Wroclaw | 02/2019 | 05/2019 | |
| Student | Everett | WA | 01/2014 | 02/2019 |
| Morgan Stanley | New York | NY | 01/2026 | Present |
| Student | Wroclaw | 05/2019 | 07/2020 | |
| Student | Tokyo | 10/2020 | 06/2021 |
676340 - CFA Society Seattle; Investment Related - No; Covington, Washington; Civic/Community, Education, Social & Recreational; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2025; During Business Hours:0 ; After Business Hours: 10; Administrative, Marketing, Other.
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