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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-08-27 |
| RI | RA | APPROVED | 2010-01-01 |
Branch Locations
112 Worcester Street, Wellesley, MA 02481 • United States
Auburndale, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 07/2017 | Present |
| Morgan Stanley | Boston | MA | 01/2016 | 07/2017 |
*484703- Estate; Investment related Yes; Newton, Massachusetts; Estate; executor; 12/2046; During business hours: 0; After business hours: 5; *482737- Estate; Investment related Yes; Newton, Massachusetts; Estate; Executor / Co- Executor ; 12/2046; During business hours: 0; After business hours: 5;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2009-12-29 |
| S63 | Uniform Securities Agent State Law Examination | 2004-10-26 |
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