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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-24 |
| TX | RA | APPROVED | 2014-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mount Laurel | NJ | 03/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. Family Bank Account; Not Investment related; Edgewater Park, NJ; Bank account; Power of attorney (proprietor, partner, officer, director, employee, trustee, agent); Sep 2008; During business hours: 0; After business hours: 1; Bill Payments - checking account.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2000-09-30 |
| S63 | Uniform Securities Agent State Law Examination | 2000-08-25 |
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