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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| IN | RA | APPROVED | 2009-09-11 |
Branch Locations
800 East 96Th Street Suite 400, Indianapolis, IN 46240 • 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 | Indianapolis | IN | 09/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
* 423062 - Holy Spirit at Geist Catholic Church; Investment related No; Fishers, IN; Civic/Religious/Community; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2021; During business hours: 0.5; After business hours: 0; Investment Decisions/Advice.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2001-01-22 |
| S65 | Uniform Investment Adviser Law Examination | 1997-08-18 |
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