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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-04-13 |
| PA | RA | APPROVED | 2022-03-14 |
Branch Locations
520 Pellis Road, Greensburg, PA 15601 • United States
1 Monroeville Center Suite 1010, Monroeville, PA 15146 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Smith Barney Llc | Monroeville | PA | 07/2021 | Present |
| Keybank | Pittsburgh | PA | 06/2020 | 06/2021 |
| Gnc | Monroeville | PA | 08/2018 | 10/2020 |
| Markel Corporation | Tampa | FL | 09/2019 | 05/2020 |
| Upmc | Pittsburgh | PA | 06/2019 | 08/2019 |
| Gte Financial | Tampa | FL | 01/2019 | 05/2019 |
| Proforma | Tampa | FL | 09/2017 | 12/2018 |
| University Of Tampa | Tampa | FL | 11/2011 | 05/2020 |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2024 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-03-14 |
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