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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2025-02-04 |
| PA | RA | APPROVED | 2024-11-14 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Sewickley | PA | 09/2024 | Present |
| Pnc | 300 Fifth Ave | PA | 07/2022 | 09/2024 |
| M&T Bank | Pittsburgh | PA | 07/2021 | 07/2022 |
| Bny Mellon | Pittsburgh | PA | 04/2016 | 08/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2024-11-14 |
| S63 | Uniform Securities Agent State Law Examination | 2012-04-09 |
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