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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 | 2020-04-02 |
| NJ | RA | APPROVED | 2010-04-29 |
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 | Riverhead | NY | 03/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*679042 - Content Creator; Investment related: Yes; Dix Hills, New York; Agriculture:Art/Culture:Automotive/Transportation:Civic/Religious/Community:Construction/Engineering:Education:Oil/Energy:Publishing:Recreation:Technology; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent); 2/2026; During business hours: 0; After business hours: 10; Sales/Marketing:Labor/Service:Business Development/Growth:Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-04-23 |
| S65 | Uniform Investment Adviser Law Examination | 2003-04-18 |
| S63 | Uniform Securities Agent State Law Examination | 2003-03-28 |
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