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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| CT | RA | APPROVED | 2009-10-16 |
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 | 10/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*661678 - Union Cemetery Association of Easton, Connecticut; Investment related: No; Easton, Connecticut; Nonprofit Cemetary Organization; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 0.5; Investment Decisions/Advice:Fundraising:Other:Budgeting / Long term planning
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-07-23 |
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