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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-19 |
| WI | RA | APPROVED | 2014-08-29 |
Branch Locations
20975 Swenson Drive Suite 300, Waukesha, WI 53186 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Waukesha | WI | 08/2014 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2022 | Present |
*479304 - Wisconsin State Youth Baseball League (WSYBL); Investment related - No; milwaukee, Wisconsin; Recreation; umpire (proprietor, partner, officer, director, employee, trustee, agent); 03/2022; During business hours: 0; After business hours: 10; Umpire youth baseball games
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2001-03-09 |
| S63 | Uniform Securities Agent State Law Examination | 2000-04-14 |
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