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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CA | RA | APPROVED | 2022-12-20 |
| NY | RA | APPROVED | 2021-06-16 |
| NJ | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 06/2009 | 11/2016 |
| Morgan Stanley | New York | NY | 11/2016 | Present |
1. PH Irrevocable Trust; Investment related; New York, NY; Private Company; Trustee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2018; During business hours: 0; After business hours: 1; Maintain trust assets for beneficiaries until the beneficiaries direct a distribution.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2007-09-04 |
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