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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Keystone Provident Financial Services Co | Boston | MA | 07/1990 | Present |
| Morgan Stanley & Co., Incorporated | Wellesley | MA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Wellesley | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*426126 - Alyson B. Popper Revocable Living Trust; Investment Related - Yes; Hilton Head Island, SC; Real Estate; Sole Proprietor/Owner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); May 2021; During Business Hours: 0; After Business Hours: 2; Administrative, Accounting/Bookkeeping, Check Signing/Funds Disbursements, Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-04-03 |
| S63 | Uniform Securities Agent State Law Examination | 1998-02-09 |
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