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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-20 |
| NY | RA | APPROVED | 2021-04-27 |
| CT | RA | APPROVED | 2021-01-30 |
Branch Locations
One Fawcett Place 3Rd Floor, Greenwich, CT 06830 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Greenwich | CT | 11/2020 | Present |
| Unemployed | Old Greenwich | CT | 01/2009 | 11/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 02/2021 | Present |
*440382- Greenwich YWCA; Investment related -No; Greenwich, Connecticut; Children/Youth, Civic/Community, Health and Welfare; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 07/2021; During business hours: 0; After business hours: 4; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-01-29 |
| S63 | Uniform Securities Agent State Law Examination | 2006-01-11 |
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