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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2023-08-03 |
| VT | RA | APPROVED | 2022-07-22 |
| TX | RA | APPROVED_RES | 2020-04-15 |
| NJ | RA | APPROVED | 2017-07-24 |
Branch Locations
90 Merchants Row, Rutland, VT 05702 • United States
1200 Lenox Drive Suite 300, Lawrenceville, NJ 08648 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Lawrenceville | NJ | 04/2017 | Present |
| Tpg Direct, Llc | Philadelphia | PA | 05/2014 | 03/2017 |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2017 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-07-13 |
| S63 | Uniform Securities Agent State Law Examination | 2005-02-03 |
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