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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-10-07 |
| TX | RA | APPROVED | 2024-10-07 |
Branch Locations
280 Park Ave 27Th & 29Th Fls, New York, NY 10017 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2015 | 10/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2015 | 10/2024 |
| Wells Fargo Clearing Services, Llc | New York | NY | 10/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2015 | Present |
CLOUDBREAK VENTURES LLC, INV RELATED, NEW YORK, NY, 100% OWNERSHIP, START 8/1/18, 1 HRS PER MONTH, 0 HRS DURING TRADING, REAL ESTATE AND PRIVATE INVESTMENTS;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-14 |
| S63 | Uniform Securities Agent State Law Examination | 2001-02-01 |
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