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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2018-05-21 |
| TX | RA | APPROVED | 2014-06-06 |
| GA | RA | APPROVED | 2009-06-01 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
845 Texas Avenue, Houston, TX 77002 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*592515- Roberts Elementary School PTO; Investment related: No; Houston, Texas; Education; Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 0; After business hours: 0; Accounting/Bookkeeping, Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2008-06-02 |
| S63 | Uniform Securities Agent State Law Examination | 2006-08-30 |
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