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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 | 2016-04-05 |
| NJ | RA | APPROVED | 2016-04-04 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 04/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | Present |
5% OWNERSHIP OF OX VINEYARD SA, WINE VINEYARD, BUENOS AIRES, PASSIVE INVESTOR/NO DUITES, 0 HOURS PER MONTH, START 2008 CONDO, INV RELATED, BUENOS AIRES, ARGENTINA, 100% OWNER, START: 4/2012, 0 HOURS, NO DUTIES. NICE PEOPLE HOLDINGS LLC, INV RELATED, NORTH BERGER, NJ, START: 9/2013, 0 HOURS DURING TRADING. NICE PEOPLE HOLDINGS, INV RELATED, ANNANDALE, NJ, 100% OWNER, START: 2/2014, 10 HOURS PER MONTH/0 DURING TRADING. RENTAL PROPERTY, INV-REL, NORTH BERGEN, NJ, 100% OWNERSHIP WITH SPOUSE IN CONDOMINIUM, START: 3/1/15, 0 HR/MO, 0 DURING TRADING. TWIN START ORCHARDS; INV RELATED; NEW PALTZ, NY; CIDER PRODUCTION AND RESTAURANT; 7% OWNERSHIP BY GOOD PEOPLE HOLDINGS; START 9/1/2015; 0 HOURS PER MONTH, 0 DURNG TRADING; INVESTOR. NEAT LAUNDRY REAL ESTATE LLC; INV RELATED; LA CRESCENTA, CA; REAL ESTATE INVESTMENT; 44% OWNERSHIP; START 9/1/2015; 0 HOURS PER MONTH, 0 DURING TRADING; INVESTOR. RENTAL PROPERTY, INV-REL, NORTH BERGEN, NJ, OWNERSHIP WITH SPOUSE IN , START: 09/2016; 0 HOURS; OWNER Rental Property; leasing; investment related; New York, NY; Sole Proprietor / Owner / Partner; 01/2017; landlord; 0,0 Rental Property; leasing; investment related; Closter, NJ; Sole Proprietor / Owner / Partner; 02/2017; landlord; 0,0 *667314- Buenas Obras Foundation Inc; Investment related: No; Cresskill, New Jersey; Religious, Civic/Community, Children/Youth, Humanitarian; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Check Signing/Funds Disbursements, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 2003-06-14 |
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