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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2011-07-11 |
| RI | RA | APPROVED | 2010-02-22 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • 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, N.A. | New York | NY | 11/2016 | Present |
1. FINRA; Investment related - No; Government / Municipality / Political; Arbitrator (proprietor, partner, officer, director, employee, trustee, agent); 04/2018 2. *429403 - Nonprofitly; Investment Related - Yes; Shrewsbury, Massachusetts; Technology; Officer (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 05/2021; During Business Hours: 0; After Business Hours: 20; *345298 - Joe Andruzzi Foundation; Investment related: No; Attleboro, Massachusetts; Helping cancer patients; Treasurer, Executive Committee (proprietor, partner, officer, director, employee, trustee, agent); 06/2018; During business hours: 0; After business hours: 7; Other
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-07-21 |
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