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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| CT | RA | APPROVED | 2015-06-18 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wellesley | MA | 05/2013 | Present |
*455819 - Trust; Investment related: Yes; Wellesley, Massachusetts; Trust; Trustee/Co-Trustee; 09/2021; During business hours: 1; After business hours: 1; 859- Estate ; Investment related Yes; Wayland, Massachusetts; Estate; Agent/Personal Representative; 02/2022; During business hours: 2; After business hours: 2; Accounting/Bookkeeping, Check Signing/Funds Disbursements, Estate Administration 528 - Trust; Investment related: Yes; Wellesley, Massachusetts; Trust; Trustee/Co-Trustee; 10/2022; During business hours: 1; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-18 |
| S65 | Uniform Investment Adviser Law Examination | 1997-12-12 |
| S63 | Uniform Securities Agent State Law Examination | 1993-05-17 |
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