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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| SC | RA | APPROVED | 2017-02-07 |
| TX | RA | APPROVED_RES | 2011-03-04 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
1320 Main Street Suite 800, Columbia, SC 29201 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank , N.A. | New York | NY | 11/2016 | Present |
*586931 - St. Joseph Catholic School Advisory Council; Investment related -No; Columbia, South Carolina; Children/Youth, Education, Religious; Advisory Board, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 04/2024; During business hours: 0; After business hours: 2; Accounting/Bookkeeping, Working on budget, reviewing balance sheets.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2006-05-04 |
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