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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2014-05-02 |
Branch Locations
2400 Lakeview Parkway Suite 300, Alpharetta, GA 30009 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 04/2014 | 03/2017 |
| Morgan Stanley Private Bank, N.A. | Atlanta | GA | 04/2014 | 03/2017 |
| Morgan Stanley | Alpharetta | GA | 03/2017 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2017 | Present |
*585840 - Jack and Jill of America Inc; Investment Related - No; Suwanee, Georgia; Other; Other Committee(Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2023; During Business Hours: 0; After Business Hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
| S63 | Uniform Securities Agent State Law Examination | 2004-08-12 |
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