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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2023-10-26 |
| TX | RA | APPROVED_RES | 2023-10-26 |
Branch Locations
1747 Pennsylvania Ave Nw Ste 900, Washington, DC 20006 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services | Washington | DC | 08/2022 | 10/2023 |
| Morgan Stanley | Washington | DC | 10/2023 | Present |
| Ubs Financial Services | Washington | DC | 07/2016 | 08/2022 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
*574121- Together We Bake; Investment related: No; Alexandria, Virginia; Civic/Community, Economic Assistance, Hardship Assistance; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 5; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-03-08 |
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