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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| IL | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Riverwoods | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 533665: Moriah Congregation; Investment related: No; Deerfield, Illinois; Religious; Investment Committee; 01/2023; During business hours: 0; After business hours: 1hr; to help the board of directors understand the JUF endowment portfolio and disucss it's appropriateness for Moriah Congregation
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1997-05-22 |
| S65 | Uniform Investment Adviser Law Examination | 1997-05-20 |
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