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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| ID | RA | APPROVED | 2022-01-07 |
| TX | RA | APPROVED_RES | 2020-03-11 |
| CA | RA | APPROVED | 2013-11-22 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boise | ID | 09/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*551613 - Rental Property; Investment Related: Yes; Meridian, Idaho; Rental Property; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 03/2023; During Business Hours: 1; After Business Hours: 0; Administrative, Accounting/Bookkeeping, Sales/Marketing, Property Management, Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-21 |
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