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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 |
| NC | RA | APPROVED | 2012-07-16 |
Branch Locations
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Cornelius | NC | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2019 | Present |
*578561 - Crestdale Middle School Band and Orchestra Booster Executive Board; Investment Related - No; Matthews, North Carolina; Education; Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 01/2024; During Business Hours: 0; After Business Hours: 3; Fundraising
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-07-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-10-19 |
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