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One Bryant Park, New York, NY 10036 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-07-30 |
Branch Locations
100 Federal St Pbig - Boston Private Wealth Ctr, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 07/2026 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 07/2026 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | 07/2026 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-10-31 |
| S63 | Uniform Securities Agent State Law Examination | 2002-06-06 |
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