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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-02-16 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2012-03-19 |
| NJ | RA | APPROVED | 2010-08-02 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.Personal Trust; Investment related Yes; Windsor CT; Personal trust; Trustee; Jul 2017; During business hours: 1; After business hours: 1 *426611- Trust; Investment related Yes; Naples, Florida; Trust; Trustee/Co-Trustee; 03/2021; During business hours: 15; After business hours: 0 *609365 - Christ Episcopal Church; Investment Related - No; Greenwich, Connecticut; Religious; Investment Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 1; Brown Advisory manages the endowment. The Investment Committee oversees that relationship.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2000-11-30 |
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