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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2016-02-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ridgefield | CT | 02/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
1. SWI, LLC; Not investment related; Reddington, CT; Restaurant; Owner; Start date: 07/2012; During business hours: 0; After business hours: 0 2. 109 Black Rock LLC; Investment related; Redding, CT; Real Estate; Sole Proprietor / Owner / Partner; Oct/2017; During business hours: 0; After business hours: 1; Part owner of the real estate company *382276 - Lot 59 LLC; Investment related; Hold the property; Member (proprietor, partner, officer, director, employee, trustee, agent); Nov 2019; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-03-09 |
| S65 | Uniform Investment Adviser Law Examination | 2009-06-23 |
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