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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 |
| TX | RA | APPROVED_RES | 2020-03-19 |
| CT | RA | APPROVED | 2016-01-13 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hyannis | MA | 12/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
*244084 - Rochester Christian School Foundation; Investment related No; Rochester, NY; Charitable, Non-Profit, Private Foundation; Board Member (proprietor, partner, officer, director, employee, trustee, agent); June 2015; During business hours: 0.25; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 1990-05-15 |
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