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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-02-23 |
| OH | RA | APPROVED | 2015-07-15 |
| FL | RA | APPROVED | 2015-04-09 |
Branch Locations
4855 Technology Way Suite 600, Boca Raton, FL 33431 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boca Raton | FL | 03/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2015 | Present |
*365965 - Trust; Investment related: Yes; Boca Raton FL; Trust; Trustee; Jan 2014; During business hours: 3; After business hours: 0. *438220 - Trust; Investment related - Yes; Boca Raton, Florida; 06/2021; During business hours: 2; After business hours: 3 *438355 - Trust; Investment related - Yes; Boca Raton, Florida; 06/2021; During business hours: 2; After business hours: 3 *438359 - Trust; Investment related - Yes; Boca Raton, Florida; 06/2021; During business hours: 2; After business hours: 3 *438350 - Trust; Investment related - Yes; Boca Raton, Florida; 06/2021; During business hours: 2; After business hours: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-04-01 |
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