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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 |
|---|---|---|---|
| FL | RA | APPROVED | 2026-08-11 |
| NJ | RA | APPROVED | 2023-05-17 |
| PA | RA | APPROVED | 2023-05-04 |
| TX | RA | APPROVED | 2023-05-04 |
Branch Locations
1606 Carmody Ct Ste 401, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | 05/2023 |
| Wells Fargo Clearing Services, Llc | Sewickley | PA | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
RENTAL PROPERTY; INV RELATED; MIAMI, FL; 100% OWNERSHIP; 09/2025; 1 HOUR PER MONTH; 0 DURING TRADING; INVESTMENT PROPERTY
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2001-06-20 |
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