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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2022-02-16 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2015-11-30 |
| NJ | RA | APPROVED | 2015-11-24 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
4 Landmark Square 2Nd Floor, Stamford, CT 06901 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2015 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 06/2022 | Present |
*589040 - CERTIFIED FINANCIAL PLANNER BOARD OF STANDARDS, INC. ; Investment related - No ; Washington DC; District of Columbia ; Investment/Finance/Banking :Education, Consulting ; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent) ; 10/2024 ; During business hours : 21 ; After business hours : 0 ; Administrative *605290 - BlackRock Yacht Club; Investment Related - No; Bridgeport, Connecticut; Recreation; Finance Committee (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2024; During Business Hours: 0; After Business Hours: 2; Administrative, Property Management.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-01-14 |
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