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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2024-01-05 |
| FL | RA | APPROVED | 2023-06-05 |
| TX | RA | APPROVED | 2023-06-02 |
Branch Locations
250 South Clinton Street Suite 500, Syracuse, NY 13202 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pittsburgh | PA | 09/2016 | 11/2016 |
| Morgan Stanley | Tampa | FL | 01/2017 | 03/2019 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 03/2018 | 03/2019 |
| Robinhood Financial, Llc | Lake Mary | FL | 03/2019 | 08/2022 |
| Robinhood Markets, Inc | Lake Mary | FL | 06/2022 | 08/2022 |
| Morgan Stanley | Fort Lauderdale | FL | 11/2022 | 03/2023 |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2022 | 03/2023 |
| Morgan Stanley | Syracuse | NY | 05/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2023-04-04 |
| S66 | Uniform Combined State Law Examination | 2017-09-25 |
| S63 | Uniform Securities Agent State Law Examination | 2017-07-07 |
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