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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AZ | RA | APPROVED | 2022-11-03 |
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2017-06-22 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 03/2017 | Present |
| J.P. Morgan | 383 Madison Avenue | NY | 02/2007 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 06/2017 | Present |
1. Columbia University in the City of New York; Not investment related; New York, NY; Educational Institution; Employee; 03/2013; During business hours: 0; After business hours: 4 2. *450803 - Fairfield University; Investment related - No; Fairfield, Connecticut; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); 09/2021; During business hours: 0; After business hours: 21; Adjunct Professor *610535 - CFA Institue; Investment related: No; New York, New York; Consulting; Contractor(proprietor, partner, officer, director, employee, trustee, agent); 10/2024; During business hours: 0; After business hours: 6; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-06-22 |
| S63 | Uniform Securities Agent State Law Examination | 1998-09-15 |
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