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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2020-09-25 |
| TX | RA | APPROVED_RES | 2020-09-24 |
Branch Locations
1650 Market Street 42Nd Floor, Philadelphia, PA 19103 • United States
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| The Vanguard Group, Inc. | Malvern | PA | 07/2019 | 10/2019 |
| Moravian College | Bethlehem | PA | 06/2015 | 05/2019 |
| Building Blocks Lacrosse Club | Sparta | NJ | 06/2016 | 11/2018 |
| Liftforward Inc. | New York | NY | 06/2018 | 08/2018 |
| Mass Mutual Life Insurance Company | Bala Cynwyd | PA | 11/2019 | 08/2020 |
| Mml Investors Services | Bala Cynwyd | PA | 04/2020 | 08/2020 |
| Morgan Stanley Smith Barney Llc | Newtown Square | PA | 09/2020 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 11/2023 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2020-06-29 |
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