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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 |
| TX | RA | APPROVED_RES | 2020-05-18 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • 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 Private Bank, National Association | New York | NY | 02/2015 | Present |
| Morgan Stanley | Riverhead | NY | 12/2014 | 06/2018 |
*381140 - 5 Ashland Street Holding LLC; Investment related; Residential Rental Property; Owner (proprietor, partner, officer, director, employee, trustee, agent); Oct 2019; During business hours: 0;After business hours: 0. *549279- 59 Penn Street LLC; Investment related-Yes; Mount Sinai, New York; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 1; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-04-12 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-11 |
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