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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-09-16 |
| TX | RA | APPROVED | 2014-09-15 |
Branch Locations
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lawrenceville | NJ | 09/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. *394256 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Sept 2004; During business hours: 0; After business hours: 1 2.*394257-Power of Attorney; Investment related -Yes; Power of Attorney; 09/2004; During business hours: 0; After business hours: 3; *548837- The Watershed Institute; Investment related-No; Penninton, New Jersey; Environmental; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 4 *570417- CIEE; Investment related -No; South Portland, Maine; Education; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 03/2024; During business hours: 3; After business hours: 0; Fundraising, Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-12-13 |
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