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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2019-02-07 |
Branch Locations
35 Village Road Suite 601, Middleton, MA 01949 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Deutsche Bank Securities Inc. | Boston | MA | 09/2009 | 09/2016 |
| Raymond James & Associates, Inc. | Boston | MA | 09/2016 | 03/2018 |
| Unemployed | Marblehead | MA | 03/2018 | 10/2018 |
| Morgan Stanley | Middleton | MA | 10/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 1997-02-21 |
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