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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2024-07-23 |
| TX | RA | APPROVED_RES | 2018-09-05 |
| DE | RA | APPROVED | 2013-08-28 |
| PA | RA | APPROVED | 2013-02-12 |
Branch Locations
899 Cassatt Road Suite 100, Berwyn, PA 19312 • United States
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
Longport, NJ • United States
Havertown, PA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Berwyn | PA | 02/2013 | Present |
1)TURTLEHEAD LLC.; HAVERTOWN, PA / PARTNERSHIP / FOOD, BEVERAGES & TOBACCO / BEVERAGE STORE / IS THIS AN INDUSTRY SECTOR ORGANIZATION? N/A / OTHER LLC / OWNER / WILL YOU HAVE AUTHORITY TO MAKE INVESTMENT DECISIONS ON BEHALF OF THE COMPANY? YES/ START DATE 09/30/2010. 2)JAG LLC; PHILADELPHIA PA; HOLDS REAL ESTATE FOR FISHTOWN BEVERAGE/TURTLEHEAD; PARTNERSHIP / REAL ESTATE / OWNS REAL ESTATE / PARTNER; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; START DATE 10/07/2011*** 3. FISHTOWN BEVERAGE/TURTLEHEAD; PHILA PA; I AM A PARTNER; SELL BEVERAGES; 0 AFTER BUSINESS HOURS; 0 DURING BUSINESS HOURS; 10/07/2011
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-09-27 |
| S63 | Uniform Securities Agent State Law Examination | 1996-09-17 |
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