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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-08-09 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2018-10-26 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • 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 |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 11/2008 | 10/2018 |
| Morgan Stanley | New York | NY | 10/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2019 | Present |
1.Nassau Country Club; Investment related: No; Golf; Golf Chairman(proprietor, partner, officer, director, employee, trustee, agent); Jan 2019; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-02-17 |
| S63 | Uniform Securities Agent State Law Examination | 1988-10-05 |
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