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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2017-08-17 |
Branch Locations
300 Granite Run Drive Suite 300, Lancaster, PA 17601 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Franklin And Marshall College | Lancaster | PA | 08/2013 | 05/2017 |
| Sior | Philadelphia | PA | 01/2015 | 04/2017 |
| Morgan Stanley Wealth Management | Lancaster | PA | 05/2016 | 04/2017 |
| Morgan Stanley Wealth Management | Lancaster | PA | 04/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 08/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-10 |
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