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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 | 2020-05-14 |
Branch Locations
493 Chestnut Street, Oneonta, NY 13820 • United States
86 Glen Street 3Rd Floor, Glens Falls, NY 12801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Glens Falls | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-02-13 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-23 |
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