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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2014-02-04 |
Branch Locations
595 South Federal Highway Suite 400, Boca Raton, FL 33432 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mclean | VA | 01/2014 | 11/2017 |
| Morgan Stanley | Boca Raton | FL | 11/2017 | Present |
TRUST ACCT, INVESTMENT RELATED: YES, 1650 TYSONS BLVD., STE. 620 MCLEAN, VA 22102, INVESTMENTS, TRUSTEE OF AN ACCOUNT HELD AT FULCRUM SECURITIES, APPROXIMATELY START DATE: 2004 - 2005, REVIEW ACCT & STMTS THROUGHOUT THE MONTH, 0 HRS DURING TRADING HRS, ACCT IS FOR A FAMILY FRIEND'S DAUGHTER, WHO WAS A MINOR WHEN HER FATHER PASSED AWAY. ACCT SET UP FOR EDUCATION PURPOSES, ETC.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1994-08-12 |
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