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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2022-03-04 |
| NY | RA | APPROVED | 2022-01-28 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Oneonta | NY | 11/2021 | Present |
| Allied Financial Partners | Oneonta | NY | 12/2018 | 10/2021 |
| Mostert, Manzanero & Scott, Llp | Oneonta | NY | 07/2014 | 11/2018 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 02/2022 | Present |
Name: Catskill Symphony Orchestra The business is not investment-related. Address: PO Box 14, Oneonta, New York 13820 Nature: Arts/Culture Non-Profit Position: Board Member, member of the Finance Committee Title: Board Member Start Date: March 1, 2018 Number of Hours Devoted: 4 Number of Hours during regular business hours: 0 Duties relating to the CSO: As a member of the board of directors, responsibilities include the following: ?Attend the monthly meetings. Meetings typically last one hour. ?Each governing board member will serve on at least one committee. The current list of committees include Development, Finance, Marketing, and Nominating. ?Purchase at least one season subscription and attend concerts and fundraising events. ?Financially support the Catskill Symphony Orchestra. ?Board members are encouraged to assist the Development committee in suggesting local businesses and organizations that might donate or contribute to Catskill Symphony Orchestra performances. ?Board members are encouraged to suggest potential new board members to the nominating committee.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2022-01-28 |
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