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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-07-23 |
| MN | RA | APPROVED | 2021-06-03 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wayzata | MN | 02/2021 | Present |
| Bell Bank | Minneapolis | MN | 06/2016 | 02/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 07/2021 | Present |
*430840- Lifeworks; Investment related No; Eagan, Minnesota; Nonprofit to serve people with special needs; Employee (proprietor, partner, officer, director, employee, trustee, agent); 03/2021; During business hours: 0; After business hours: 20; Labor/Service
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-06-03 |
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