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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| MD | RA | APPROVED | 2009-06-01 |
Branch Locations
702 King Farm Boulevard Suite 500, Rockville, MD 20850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1.REAL ESTATE; 4/2008; 0 HOURS; WN A HOME THAT IS RENTED VIA A THIRD PARTY REAL ESTATE MANAGEMENT FIRM. REAL ESTATE MANAGER EMPLOYEE HAS A IRA AT MORGAN STANLEY; KENSINGTON, MD 2.National Capital Optimist Club; Investment related No; Chairman; (proprietor, partner, officer, director, employee, trustee, agent); Apr/2008; During business hours: 0; After business hours: 52; 3. *545109 - Fourth Presbyterian Church; Investment related No; Bethesda, Maryland; Religious; Finance Committee, Officer (non-board member) (proprietor, partner, officer, director, employee, trustee, agent); 04/2023 ; During business hours: 3; After business hours: 3; Accounting/Bookkeeping.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-12-06 |
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