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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 |
| TX | RA | APPROVED | 2020-04-23 |
| CT | RA | APPROVED | 2016-07-15 |
Branch Locations
130 East Seneca Street Suite 500, Ithaca, NY 14850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ithaca | NY | 07/2016 | 10/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | 10/2016 |
| Morgan Stanley | Ithaca | NY | 10/2016 | Present |
| Morgan Stanley Private Bank, N.A. | Ithaca | NY | 10/2016 | Present |
*704276- Ithaca City School District; Investment related: No; Ithaca, New York; Public Schools; Community Member to serve on the ICSD Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2026; During business hours: 0; After business hours: 1; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2000-06-27 |
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