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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-05-13 |
| WY | RA | APPROVED | 2021-12-09 |
| TX | RA | APPROVED | 2011-02-25 |
| NJ | RA | APPROVED | 2010-01-01 |
Branch Locations
322 South David Street Suite B, Casper, WY 82601 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Casper | WY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
1. SCHNITZER INVESTMENT CORP; Investment related Yes; Privately held company with expertise in real estate & shipping; Director (proprietor, partner, officer, director, employee, trustee, agent); Jan 2008; During business hours: 0; After business hours: 2;Advisor to Board 2. Real Estate; Investment related Yes; Northeast Harbor, ME; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jul 2018; During business hours: 0; After business hours: 1; Homeowner, renting out personal real estate. 3. Real Estate; Investment related Yes; Newport, RI; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jun 2018; During business hours: 0; After business hours: 1; Homeowner, renting out personal real estate. 4. *452098 - Trust; Investment related - Yes; Indian Wells, California; 01/2019; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 1989-11-10 |
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