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1717 Arch Street, Philadelphia, PA 19103 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2025-11-03 |
| TX | RA | APPROVED_RES | 2025-11-03 |
Branch Locations
60 Railroad Place Suite 405, Saratoga Springs, NY 12866 • 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 |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 10/2025 |
| Janney Montgomery Scott Llc | Saratoga Springs | NY | 10/2025 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-06-06 |
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