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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-06-10 |
| SC | RA | APPROVED | 2021-04-23 |
Branch Locations
600 Main Street, Hilton Head Island, SC 29926 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Hilton Head Island | SC | 02/2021 | Present |
| Prudential Private Capital | Atlanta | GA | 03/2020 | 11/2020 |
| Ivy Asset Group, Llc | Charleston | SC | 07/2018 | 02/2020 |
| Full-Time Education | Columbia | SC | 07/2014 | 06/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2021 | Present |
*540278- Coastal Community Foundation; Investment related -No; North Charleston, South Carolina; Children/Youth, Civic/Community, Disaster Relief, Fraternal Society, Education, Health and Welfare, Economic Assistance, Environmental, Humanitarian; Finance & Audit Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2023; During business hours: 1; After business hours: 0; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-23 |
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