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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 |
| NJ | RA | APPROVED | 2018-03-08 |
| TX | RA | APPROVED | 2018-03-08 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Ayco Company, L.P./Mercer Allied | Latham | NY | 10/2013 | 01/2018 |
| Morgan Stanley | Utica | NY | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2018 | Present |
*433922 - Trust; Investment related Yes; Naples, FL; Oct, 2015; During business hours: 1; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-09-12 |
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