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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2016-11-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Boston | MA | 12/2013 | 10/2016 |
| Bank Of America, N.A. | Boston | MA | 12/2013 | 10/2016 |
| Morgan Stanley | Wellesley | MA | 10/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | Present |
ALL THAT JAZZ DANCE STUDIO LTD.,CLERK FOR CORPORATION;NOT INVESTMENT RELATED;START DATE:11/2002;DURING BUSINESS HOURS-0,AFTER BUSINESS HOURS-2;NEWTON, MA *496673 - Sale of sneakers; Investment related No; Newton, Massachusetts; Retail/Online Stores; Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-04-07 |
| S63 | Uniform Securities Agent State Law Examination | 1997-11-12 |
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