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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-07-26 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2018-11-28 |
Branch Locations
New Canaan, CT • United States
55 East 52Nd Street 12Th 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 | 08/2015 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2015 | Present |
Columbia Business School Chazen Institute for Global Business; Investment related No; New York, NY; Academic; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Jan 2006; During business hours: 0; After business hours: 1; Attend Board Meetings, provide the Institute's leadership with direction, guidance and insight *518864- Trust; Investment related-Yes; New York; 08/2022; During business hours: 0; After business hours: 1 *518863 - Trust; Investment related: Yes; New York, New York; Trust; Trustee/Co-Trustee; 08/2022; During business hours: 0; After business hours: 1;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-11-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-12-09 |
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