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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2017-03-03 |
| TX | RA | APPROVED | 2017-03-03 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 03/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 04/2017 | Present |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | New York | NY | 09/2004 | 03/2017 |
*459096- Real Estate; Investment related -Yes; Waltham, Massachusetts; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 10/2021; During business hours: 0; After business hours: 0; Property Management *574608 - Matalie Holdings LLC ; Investment related - Yes; Westport ,Connecticut ; Real Estate ; Sole Proprietor/Owner(proprietor, partner, officer, director, employee, trustee, agent) ; 11/2023 ; During business hours : 0 ; After business hours : 1 ; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-05-14 |
| S63 | Uniform Securities Agent State Law Examination | 1998-12-03 |
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