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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2025-10-24 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
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 |
|---|---|---|---|---|
| Morgan Stanley | Northfield | NJ | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1- TO SERVE AS A TRACK & FIELD OFFICIAL FOR THE NEW JERSEY STATE INTERSCHOLASTIC ATHLETIC ASSOCIATION ("NJSIAA"). 2- *41772 : Atlantic City High School Hall of Fame; Investment related : no; Atlantic City; New Jersey; Public Schools; Advisory Board(proprietor, partner, officer, director, employee, trustee, agent);01/2001; During business hours: 0; After business hours: 3; Administrative 3- HURLEY TO SERVE ON THE PARISH COUNCIL (CONGREGATION REPRESENTATIVE) FOR ST. BERNADETTE CHURCH. 4-ST. BERNADETTE CHURCH PARISH COUNCIL PRESIDENT 5. *538860 - Northfield Economic Commission; Investment related No; Northfield, New Jersey; Government; Commissiom Member (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 2; Administrative.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2005-11-02 |
| S63 | Uniform Securities Agent State Law Examination | 2005-10-19 |
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