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Current Employers
Morgan Stanley

2000 Westchester Avenue, Purchase, NY 10577-2530 • United States

Current Registrations

AuthorityCategoryStatusDate
TX RA APPROVED_RES 2022-12-06
CT RA APPROVED 2019-12-16
  • TX RA
    APPROVED_RES
    Since 2022-12-06
  • CT RA
    APPROVED
    Since 2019-12-16

Branch Locations

28 State Street 26Th Floor, Boston, MA 02110 • United States

Disclosures

No disclosure categories reported as “Yes” on this SEC record.

  • Regulatory action No
  • Criminal No
  • Bankruptcy No
  • Civil judicial No
  • Bond No
  • Judgment / lien No
  • Investigation No
  • Customer complaint No
  • Termination No
Employment History
OrganizationCityStateFromTo
Wellington Management Boston MA 10/2007 05/2019
Morgan Stanley Smith Barney Llc Boston MA 10/2019 01/2020
Extended Travel Braintree MA 06/2019 09/2019
Morgan Stanley Smith Barney Llc Boston MA 01/2020 Present
Morgan Stanley Private Bank, N.A New York NY 01/2020 Present
  • 10/2007 → 05/2019
    Wellington Management
    Boston, MA
  • 10/2019 → 01/2020
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 06/2019 → 09/2019
    Extended Travel
    Braintree, MA
  • 01/2020 → Present
    Morgan Stanley Smith Barney Llc
    Boston, MA
  • 01/2020 → Present
    Morgan Stanley Private Bank, N.A
    New York, NY
Exams
CodeExamDate
S66 Uniform Combined State Law Examination 2019-12-16
  • S66 Uniform Combined State Law Examination
    2019-12-16
Other Names
  • Jennifer Yang

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