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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-11-12 |
| PA | RA | APPROVED | 2011-02-25 |
Branch Locations
720 South Atherton Street, State College, PA 16801 • 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 | State College | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 236287 - Bob Perks Fund; Investment related: No; State College, Pennsylvania; Non-Profit; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2016; During business hours: 0; After business hours: 1; Accounting/Bookkeeping 2. *374632 - Skihaus Partners; Investment related Yes; Ellicottville, NY; Purchase of Vacation Home; Partner (proprietor, partner, officer, director, employee, trustee, agent); Sep 2012; During business hours: 0; After business hours: 0 3. *382470 - Smiley Lane Anglers, LLC; Investment related - Yes; State College; Pennsylvania; Real Estate, Other; Limited LIability Partner (proprietor, partner, officer, director, employee, trustee, agent); 07/2020; During business hours: 0; After business hours: 6;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 2000-12-14 |
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