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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2016-03-08 |
Branch Locations
399 Park Avenue 12Th Floor, New York, NY 10022 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 02/2016 | Present |
1. The American Dream School; Not Investment related; Charter school; Board co-chair (proprietor, partner, officer, director, employee, trustee, agent); Jan 2015; During business hours: 0; After business hours: 0; prepare students in grades 6-8 to excel in college focusing in dual language program. 2.*456201-Lyceum Charter School; Investment related -No; New York, New York; Charter school; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2021; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-03-31 |
| S63 | Uniform Securities Agent State Law Examination | 2007-11-24 |
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