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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-23 |
| FL | RA | APPROVED | 2016-06-20 |
Branch Locations
220 Alhambra Circle 10Th Floor, Coral Gables, FL 33134 • 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 | Coral Gables | FL | 05/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | Present |
*364790 - The Cushman School; Investment related - No; Miami, FL; Private school; Endowment Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2019; During business hours: 3; After business hours: 0; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-17 |
| S65 | Uniform Investment Adviser Law Examination | 2008-12-02 |
| S63 | Uniform Securities Agent State Law Examination | 2007-09-24 |
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