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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2021-10-13
FL RA APPROVED 2009-06-01
  • TX RA
    APPROVED_RES
    Since 2021-10-13
  • FL RA
    APPROVED
    Since 2009-06-01

Branch Locations

8304 Champions Gate Boulevard, Champions Gate, FL 33896 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Morgan Stanley Celebration FL 06/2009 Present
Morgan Stanley Private Bank, National Association New York NY 01/2015 Present
  • 06/2009 → Present
    Celebration, FL
  • 01/2015 → Present
    Morgan Stanley Private Bank, National Association
    New York, NY
Previous Registrations
  • 2007-04-02 → 2009-06-01
    Morgan Stanley & Co. Llc
    Celebration, FL
    Orlando, FL
  • 2007-03-28 → 2007-04-02
    Morgan Stanley Dw Inc.
    Orlando, FL
Other Businesses

1. MAKE-A-WISH FOUNDATION OF CENTRAL & NORTHERN FLORIDA DIRECTOR 2.CORNELL UNIVERSITY ALLUMNI ASSOCIATION DIRECTOR 4. *403497 - Power of Attorney; Investment related Yes; South Pasadena, FL; June 2020; During business hours: 0.5; After business hours: 0.5. 5. *403488 - Power of Attorney; Investment related -Yes; South Pasadena, Florida; Power of Attorney; 06/2020; During business hours: 0.5; After business hours: 0.5; *498016 - Power of Attorney; Investment related Yes; Celebration, FL; 09/2021; During business hours: 1; After business hours: 0

Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2007-03-26
  • S66 Uniform Combined State Law Examination
    2007-03-26

View on SEC IAPD

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