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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2013-11-19 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Scotts Valley | CA | 11/2011 | 11/2017 |
| Morgan Stanley | Scotts Valley | CA | 11/2017 | Present |
*392933 - Trust; Investment related -Yes; Soquel, California; Trustee; 08/2020; During business hours: 1; After business hours: 2; *394904 - Trust; Investment related - Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 1; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-11-18 |
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