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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2014-10-30 |
| TX | RA | APPROVED | 2014-10-29 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach | FL | 10/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | Present |
LLC for my wife's public relations business; WEST PALM BEACH04/2017; During business hours: 0; After business hours: 2 *606908 - Fishers Island Libary; Investment Related - No; Fishers Island, New York; Education; Board Member, Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 09/2024; During Business Hours: 0; After Business Hours: 2; Administrative.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-28 |
| S63 | Uniform Securities Agent State Law Examination | 2005-12-22 |
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