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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2025-02-27 |
Branch Locations
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Florida Financial Advisors Dba Georgia Financial Advisors | Atlanta | GA | 07/2024 | 11/2024 |
| Elon University | Elon | NC | 08/2020 | 05/2024 |
| Canterbury School | New Milford | CT | 08/2016 | 05/2020 |
| Big Y Foods Inc | Springfield | MA | 06/2016 | 08/2022 |
| Big Y Foods Inc | Springfield | MA | 06/2022 | 08/2022 |
| Peoplesbank | Holyoke | MA | 06/2023 | 07/2023 |
| Morgan Stanley | Alpharetta | GA | 02/2025 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2025-03-28 |
| S65 | Uniform Investment Adviser Law Examination | 2024-07-01 |
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