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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| PA | RA | APPROVED | 2013-11-21 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • 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 | West Conshohocken | PA | 09/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*585110 - Advisory Council for Equity; Investment related-No; Norristown, Pennsylvania; Government; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 0; After business hours: 1; Advising the Chief Diversity and Equity Officer on community trends and events
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-20 |
| S63 | Uniform Securities Agent State Law Examination | 2000-09-01 |
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