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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2026-05-22 |
| PA | RA | APPROVED | 2026-04-20 |
Branch Locations
515 West Hamilton Street 7Th Floor, Allentown, PA 18101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A | New York | NY | 05/2026 | Present |
| Morgan Stanley | Allentown | PA | 02/2026 | Present |
| Deloitte & Touche Llp | Arlington | VA | 10/2020 | 01/2026 |
| Ey | Tysons | VA | 09/2018 | 09/2020 |
| Guidehouse Llp | Indianapolis | IN | 05/2018 | 08/2018 |
| Pwc Llp | Indianapolis | IN | 05/2017 | 04/2018 |
| Plante Moran | Chicago | IL | 08/2016 | 05/2017 |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2026-03-09 |
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