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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| UT | RA | APPROVED | 2023-10-04 |
| VA | RA | APPROVED | 2022-02-14 |
| TX | RA | APPROVED_RES | 2021-07-07 |
| CA | RA | APPROVED | 2019-10-07 |
| DC | RA | APPROVED | 2015-12-21 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
Salt Lake City, UT • 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 |
|---|---|---|---|---|
| Morgan Stanley | Washington | DC | 12/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-14 |
| S63 | Uniform Securities Agent State Law Examination | 1990-01-05 |
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