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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-12-08 |
| VA | RA | APPROVED | 2009-06-01 |
Branch Locations
901 East Byrd Street Suite 2000, Richmond, VA 23219 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Richmond | VA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*98162 : Richmond Jewish Foundation; Investment related : No; Richmond; Virginia; Charitable; Investment Committee(proprietor, partner, officer, director, employee, trustee, agent);06/2016; During business hours: 2; After business hours: 0; 3. Real Estate Property; HENRICO VA; non investment related; Trustee; 11/2016; 0,0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1991-08-20 |
| S63 | Uniform Securities Agent State Law Examination | 1989-04-04 |
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