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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-01 |
| NY | RA | APPROVED | 2021-06-23 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Neuberger Berman Llc | New York | NY | 07/2015 | 06/2021 |
| Morgan Stanley | New York | NY | 06/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2026 | Present |
*561355 - Rental Property ; Investment related - Yes ; New York, New York ; Rental Property ; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent) ; 09/2023 ; During business hours : 0 ; After business hours : 0 ; Owner - All property management will be outsourced.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-10-06 |
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