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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-10-02 |
| IL | RA | APPROVED | 2021-10-04 |
| TX | RA | APPROVED_RES | 2021-10-01 |
Branch Locations
214 Senate Avenue 7Th Floor, Camp Hill, PA 17011 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Invesco Distributors, Inc. | Houston | TX | 12/2014 | 05/2017 |
| Invesco Advisers, Inc. | Atlanta | GA | 12/2014 | 05/2017 |
| Northern Trust Securities, Inc. | Chicago | IL | 05/2017 | 09/2021 |
| Northern Trust Bank | Chicago | IL | 05/2017 | 09/2021 |
| Morgan Stanley | Camp Hill | PA | 09/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 08/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-12-08 |
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