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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| DC | RA | APPROVED | 2024-07-15 |
| TX | RA | APPROVED | 2020-05-05 |
| NC | RA | APPROVED | 2019-06-26 |
| MD | RA | APPROVED | 2018-05-11 |
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 |
|---|---|---|---|---|
| Exclusive Charter Service | Manhattan | NY | 07/2016 | 03/2017 |
| Coastal Equities | Manhattan | NY | 03/2017 | 05/2017 |
| N/A | Baltimore | MD | 06/2017 | 02/2018 |
| Morgan Stanley | Washington | DC | 02/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-05-11 |
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