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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DE | RA | APPROVED | 2021-09-21 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| MD | RA | APPROVED | 2013-06-13 |
Branch Locations
500 Dupont Field Blvd. Suite 300, Greenville, DE 19807 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hunt Valley | MD | 05/2013 | 01/2021 |
| Morgan Stanley | Wilmington | DE | 01/2021 | 03/2024 |
| Morgan Stanley | Greenville | DE | 03/2024 | Present |
*414171 - Forman and Berkowitz LLC; Investment related - Yes; Baltimore, Maryland; Real Estate; Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 0; After business hours: 1 ; Administrative *472088 - Power of Attorney; Investment related - Yes; baltimore, Maryland;12/2021; During business hours: 0; After business hours: 0 *472090 - POA; Investment related: Yes; baltimore, Maryland; POA; POA; 12/2021; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-28 |
| S63 | Uniform Securities Agent State Law Examination | 1997-05-02 |
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