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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| AL | RA | APPROVED | 2023-06-23 |
| TX | RA | APPROVED | 2014-02-14 |
Branch Locations
8701 Bee Caves Road Suite 300, Austin, TX 78746 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Austin | TX | 02/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Kill It or Drill It, LLC ; Investment Related ; Sole Proprietor / Owner / Partner ; Jun 2008 ; During business hours : 0 ; After business hours : 1 *506093 - Trust; Investment related: Yes; Austin, Texas; Trust; Trustee/Co-Trustee; 04/2002; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2006-03-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-03-18 |
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