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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-09-11 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| NC | RA | APPROVED | 2016-03-25 |
Branch Locations
1775 I Street, North West Suite 200, Washington, DC 20006 • United States
6805 Carnegie Boulevard Suite 400, Charlotte, NC 28211 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Charlotte | NC | 02/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
*452306 - Charlotte Ballet; Investment related - No; charlotte, North Carolina; Art/Culture; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 2; primary ambassadors, advocates and supporters of the Artists, Academy as well as the many Education and Community Engagement programs
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-03-25 |
| S63 | Uniform Securities Agent State Law Examination | 2000-02-25 |
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