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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-05-01 |
| WV | RA | APPROVED | 2024-04-29 |
| KY | RA | APPROVED | 2024-04-25 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| United Brokerage Services, Inc. | Charleston | WV | 08/2016 | 11/2017 |
| Morgan Stanley | Charleston | WV | 11/2017 | Present |
| Morgan Stanley Private Bank, N.A. | Charleston | WV | 11/2017 | 04/2024 |
* 414866 - WVSSAC Official; Investment related No; Parkersburg,WA; Recreation; Official at HS Swim Meets (proprietor, partner, officer, director, employee, trustee, agent); Nov 2020; During business hours: 0; After business hours: 6.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2024-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 2003-04-18 |
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