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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-08-10 |
| MO | RA | APPROVED | 2009-06-01 |
Branch Locations
7733 Forsyth Boulevard Suite 2100, Clayton, MO 63105 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | St. Louis | MO | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2018 | Present |
*435001- Washington University Hillel; Investment related -No; St. Louis, Missouri; Religious; Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2021; During business hours: 0; After business hours: 5; Business Development/Growth, Other, assist with annual audit, assist with quarterly income and balance statements, assist with decisions involving designation of funds to specific projects; no investment advice, no signing checks, not chairman of finance committee *579734 - Tamar Lerner; Investment Related: No; Chesterfield, Missouri; Use of our car for work; Lender (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 12/2023; During Business Hours: 0; After Business Hours: 0.25; Collect $75/mo for use of our car while she is employed and living under our roof *579735 - Idan Lerner; Investment Related: No; Chesterfield, Missouri; Use of our car for work; Asking son to share on costs of car he uses for work (gas, maintenance, etc) (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent);08/2021; During Business Hours: 0; After Business Hours: 0.25; Collect $75/mo for use of our car while he is employed and living under our roof
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2003-11-20 |
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