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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2023-04-17 |
| TX | RA | APPROVED_RES | 2021-06-10 |
| VT | RA | APPROVED | 2017-08-30 |
Branch Locations
2725 Sand Hill Road Pwm, Menlo Park, CA 94025 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Unemployed | Burlington | VT | 09/2016 | 06/2017 |
| Unemployed | Burlington | VT | 06/2017 | 07/2017 |
| Morgan Stanley | Menlo Park | CA | 07/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 11/2017 | Present |
Congressmen; Investment related No; Council Member; Role/position/job title (proprietor, partner, officer, director, employee, trustee, agent); May/2018; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-08-28 |
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