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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-03-02 |
| NV | RA | APPROVED | 2019-11-12 |
Branch Locations
8548 Rozita Lee Avenue Suite 400, Las Vegas, NV 89113 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Las Vegas | NV | 09/2019 | Present |
| Bny Mellon | Las Vegas | NV | 10/2016 | 09/2019 |
| Wells Fargo Private Bank | Las Vegas | NV | 09/2010 | 09/2016 |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2019 | Present |
*385241 - Jewish Nevada; Investment related No; Las Vegas, NV; Non-Profit Community; Campaign Chair (proprietor, partner, officer, director, employee, trustee, agent); Aug 2014; During business hours: 0+; After business hours: 2 *385242 - Boys and Girl's Club of Southern Nevada; Investment related No; Las Vegas, NV; Works with at risk youths; Board of Directors (proprietor, partner, officer, director, employee, trustee, agent); Aug 2015; During business hours: 0+; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-10-29 |
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