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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2024-01-26 |
| NM | RA | APPROVED | 2024-01-04 |
Branch Locations
6565 Americas Parkway Suite 400, Albuquerque, NM 87110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Albuquerque | NM | 06/2016 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2025 | Present |
*465 - Jaan Development LLC; Investment related Yes; Albuquerque, NM; Real Estate, Retail/Online Stores; Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2019; During business hours: 0; After business hours: 8 *631 - Patel Clips LLC; Investment related - Yes; Albuquerque, New Mexico; Retail/Online Stores; Investor, Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours: 0; After business hours: 10; Administrative, Accounting/Bookkeeping, Business Development/Growth, Customer Service, Labor/Service *878 - Patel Cleaners LLC; Investment related - Yes; Albuquerque, New Mexico; Retail/Online Stores; Investor, Partner, Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent);Dec 2019; During business hours: 0; After business hours: 10; Administrative, Accounting/Bookkeeping, Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-12-23 |
| S63 | Uniform Securities Agent State Law Examination | 2023-09-16 |
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