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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2017-08-27 |
| PA | RA | APPROVED | 2017-08-24 |
Branch Locations
720 South Atherton Street, State College, PA 16801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | State College | PA | 05/2009 | 08/2017 |
| Bank Of America, N.A. | State College | PA | 06/2011 | 08/2017 |
| Morgan Stanley | State College | PA | 08/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2017 | Present |
*329055 - Rose Lake Investments; Investment related - Yes; Private Company; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 01/2015; During business hours: 0; After business hours: 5
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2004-10-09 |
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