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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2025-09-05 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| FL | RA | APPROVED | 2016-08-15 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 07/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | Present |
*566696 - Columbia University; Investment related-No; New York, New York; Education; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 09/2023; During business hours: 0; After business hours: 2; Course Associate *685743- Good Times USA; Investment related: No; Tampa, Florida; Manufacturing; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 04/2026; During business hours: 0; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-12 |
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