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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2026-02-03 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2020-04-01 |
| CT | RA | APPROVED | 2015-11-23 |
Branch Locations
55 East 52Nd Street 12Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 11/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2015 | Present |
*431107 â?" Renting home; Investment related Yes; Saratoga Springs, NY; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); June 2021; During business hours: 0; After business hours: 10.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 2005-01-13 |
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