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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-03-11 |
| CT | RA | APPROVED | 2019-04-04 |
Branch Locations
225 Asylum Street 14Th Floor, Hartford, CT 06103 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| 1&Done Insurance Agency Llc | Glastonbury | CT | 06/2013 | 12/2018 |
| Morgan Stanley | Hartford | CT | 12/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-04 |
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