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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-05 |
| SC | RA | APPROVED | 2015-11-25 |
Branch Locations
850 Morrison Drive Suite 800, Charleston, SC 29403 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charleston | SC | 09/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
*681944 - Sunrise Presbyterian Church; Investment related: No; Sullivan's Island, South Carolina; Civic/Religious/Community; Other Committee: volunteer for the Legacy Project (proprietor, partner, officer, director, employee, trustee, agent); 02/2026; During business hours: 0; After business hours: 2; Business Development/Growth:Administrative:Sales/Marketing *693865- Clemson Honors College Advisory Board; Investment related: No; Clemson, South Carolina; Public Schools; Advisory Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/2026; During business hours: 1; After business hours: 0; The Board is composed of alumni, parents, and friends of the Honors College who serve as advisors, ambassadors, and advocates for Clemson Honors.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-25 |
| S65 | Uniform Investment Adviser Law Examination | 1998-01-29 |
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