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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| FL | RA | APPROVED | 2018-05-29 |
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
55 East 52Nd Street 28Th Floor, New York, NY 10055 • United States
50 North Laura Street Suite 2000, Jacksonville, FL 32202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Renting; Investment related; Landlord; Sole Proprietor / Owner / Partner; 01/2017; Brooklyn NY; 0,0 2. Rental Property; Investment related; Jacksonville, Fl; Real estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2017; During business hours: 0; After business hours: 0; Maintenance of the home.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-29 |
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