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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_RES | 2020-05-05 |
| CT | RA | APPROVED | 2017-03-16 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
Greenwich, CT • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 01/2015 | Present |
| Brunswick School | Greenwich | CT | 01/2005 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*492495 - Trust; Investment related - Yes; New London, New Hampshire; 11/2020; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-16 |
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