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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| OK | RA | APPROVED | 2015-09-01 |
Branch Locations
6305 Waterford Boulevard Suite 240, Oklahoma City, OK 73118 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oklahoma City | OK | 09/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | Present |
*703651- University of Central Oklahoma Foundation; Investment related No; Edmond, Oklahoma; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent);07/2026; During business hours: 2; After business hours: 0; Foundation Board Member
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2001-01-10 |
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