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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2025-08-07 |
| TX | RA | APPROVED_RES | 2020-02-25 |
| CA | RA | APPROVED | 2015-11-23 |
Branch Locations
1433 Hooper Avenue, Toms River, NJ 08753 • United States
216 Lorton Avenue Suite 200, Burlingame, CA 94010 • United States
411 Borel Avenue Suite 220, San Mateo, CA 94402 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Burlingame | CA | 09/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-11-23 |
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