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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-11-09 |
| WI | RA | APPROVED | 2009-06-01 |
Branch Locations
111 North Washington Street Suite 410, Green Bay, WI 54301 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Green Bay | WI | 03/2007 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*218944- Knights of Columbus; Investment related -No; Madison; Wisconsin; Religious, Other, Disaster Relief, Children/Youth, Hardship Assistance, Fraternal Society; Finance Committee, Grand Knight for Council 3955 (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 1; After business hours: 9; Other.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-06-21 |
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