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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-04-26 |
| NH | RA | APPROVED | 2021-06-21 |
| ME | RA | APPROVED | 2014-09-29 |
Branch Locations
1 Harbour Place Suite 125, Portsmouth, NH 03801 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Portsmouth | NH | 08/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
(1).RENTAL PROPERTY; INVESTMENT RELATED; SARASTOTA/FL; TITLE: OWNER; START DATE: 08/2014; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0.25. (2).RENTAL PROPERTY; INVESTMENT RELATED; NEEDHAM/MA; TITLE: OWNER; START DATE: 01/2008; DURING BUSINESS HOURS - 0; AFTER BUSINESS HOURS - 0.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2014-09-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-06-23 |
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