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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2019-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc. | Boulder | CO | 09/2013 | 06/2019 |
| Morgan Stanley | Boulder | CO | 06/2019 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2019 | Present |
* 420014 - RAKD Fitness LLC; Investment related Yes; Longmont, CO; Fitness/ Personal Training; June 2020; During business hours: 0; After business hours: 0. *619532- St. Vrain Valley School District; Investment related: No; Longmont, Colorado; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 3; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-01-04 |
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