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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 |
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
1585 Broadway 21St Floor, New York, NY 10036 • United States
Wyckoff, NJ • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | New York | NY | 05/1997 | Present |
| Morgan Stanley Smith Barney | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
* 203125 - Mercy Center; Investment related No; Bronx, NY; Charitable; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); September 2014; During business hours: 0; After business hours: 2.5; Review budget, audit, IRS filings and investments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-05-19 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-21 |
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