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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-07-14 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| FL | RA | APPROVED | 2015-08-17 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
777 South Flagler Drive Suite 700E, West Palm Beach, FL 33401 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Palm Beach | FL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*397949 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2009; During business hours: 0; After business hours: 1. *366450 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Feb 2009; During business hours: 0; After business hours: 2. * 421518 - Trust; Investment related Yes; Bronxville, NY; Nov 2020; During business hours: 0; After business hours: 1. * 421520 - Trust; Investment related Yes; Bronxville, NY; Nov 2020; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-02-15 |
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