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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-09-09 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*384440 - Trust; Investment related - No; Trust; Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2013; During business hours: 0; After business hours: 0.01. *412849 - Trust; Investment related - No; Newton, Massachusetts; Trustee (proprietor, partner, officer, director, employee, trustee, agent); 11/2020; During business hours: 1; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2007-12-11 |
| S63 | Uniform Securities Agent State Law Examination | 2002-07-29 |
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