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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2010-04-29 |
| RI | RA | APPROVED | 2009-06-01 |
Branch Locations
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 | Wellesley | MA | 06/2009 | Present |
1.*48710 - Entertainment; Investment related No; Marlborough, MA; Art/Culture, Employee, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); Jan 1985; During business hours: 0; After business hours: 10. 2.*454417-Trust; Investment related -Yes; Milford, Massachusetts; Trust; Power of Attorney, Successor Role; 09/2018; During business hours: 0; After business hours: 3;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-08-15 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-03 |
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