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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2019-09-04 |
| TX | RA | APPROVED | 2019-08-30 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | New York | NY | 11/2013 | 08/2019 |
| Morgan Stanley | New York | NY | 08/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2019 | Present |
*461610- Power of Attorney; Investment related Yes; CRESCO, Pennsylvania; Power of Attorney; 12/2021; During business hours: 0; After business hours: 2; Estate Administration, Check Signing/Funds Disbursements, Accounting/Bookkeeping *996 - Guardian; Investment related: Yes; ridgewood, New Jersey; 03/2023; During business hours: 0; After business hours: 8
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2002-08-03 |
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