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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-28 |
| FL | RA | APPROVED | 2019-02-07 |
Branch Locations
142 South Woodland Boulevard Suite 100, Deland, FL 32720 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deland | FL | 09/2018 | Present |
| Ponte Vedra Presbyterian Church | Ponte Vedra Beach | FL | 03/2015 | 07/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 12/2018 | Present |
Presbyterian Church of America; Not investment related; Ponte Vedra, FL; Private Foundation; Start date: 01/1999; During business hours: 0 *517426- Episcopal Church; Investment related-No; St Augustine, Florida; Civic/Religious/Community; Assistant Rector (proprietor, partner, officer, director, employee, trustee, agent); 11/2022; During business hours: 9; After business hours: 3
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-01-12 |
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