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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2014-10-17 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 10/2014 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*401167 - Trust; Investment related Yes; Laconia, New Hampshire; Trustee; 06/2020; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2011-07-28 |
| S63 | Uniform Securities Agent State Law Examination | 2003-08-08 |
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