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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2013-09-04 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co. Incorporated | Wellesley | MA | 01/2009 | Present |
| Morgan Stanley Smith Barney | Wellesley | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*311415 - Big Brothers Big Sisters of Central Mass; Investment related - No; worcester, Massachusetts; Charitable; Board Chair (proprietor, partner, officer, director, employee, trustee, agent); 01/2021; During business hours: 0; After business hours: 10; Administrative, Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-02-17 |
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