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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-01 |
| NJ | RA | APPROVED | 2019-09-04 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Rock Creek Group | Washinton, D.C | DC | 06/2017 | 07/2017 |
| Overlee Community Association | Arlington | VA | 05/2011 | 08/2017 |
| Rollins College | Winter Park | FL | 08/2014 | 05/2018 |
| Morgan Stanley | Winter Park | FL | 09/2017 | 07/2018 |
| Morgan Stanley | Florham Park | NJ | 08/2018 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2025 | Present |
*502385 : Trust; Investment related : Yes; Scotch Plains; New Jersey; Trust; Trustee/Co-Trustee; 06/2022; During business hours: 1; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-08-28 |
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