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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2025-06-30 |
| TX | RA | APPROVED | 2025-04-11 |
| CT | RA | APPROVED | 2025-04-08 |
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 |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 08/2024 | Present |
| New Balance | Brighton | MA | 06/2023 | 08/2023 |
| Heritage Pool And Racquet Club | Concord | MA | 06/2016 | 08/2022 |
| Bates College | Lewiston | ME | 09/2021 | 01/2024 |
| Bates College | Lewiston | ME | 08/2020 | 05/2024 |
| Concord Carlisle Regional High School | Concord | MA | 09/2016 | 05/2020 |
*609943- Bay State Bullets; Investment related-No; Acton, Massachusetts; Youth Sports Club; Employee, Contractor (proprietor, partner, officer, director, employee, trustee, agent); 07/2024; During business hours: 0; After business hours: 20; Coach, Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2025-04-08 |
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