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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-14 |
Branch Locations
1 Technology Drive, Westborough, MA 01581 • United States
Wayland, MA • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Worcester | MA | 04/2007 | Present |
| Morgan Stanley Smith Barney | Worcester | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1-BOARD MEMBER WITH YOU, INC., SET UP TO HELP TROUBLED TEENS. 2-TO SERVE ON BOARD OF DIRECTORS WITH WORCESTER CLUB. 3-TO SERVE ON BOARD MEMBER WITH FRANCIS QUIMET SOCIETY SCHOLARSHIP. 4-TO SERVE ON BOARD OF TRUSTEES WITH WORCESTER COUNTY MECHANICS ASSOCIATION 5-WORCESTER BUSINESS DEVELOPMENT CORPORATION BOARD MEMBER 6*401782 - Private Foundation; Investment related No; Worcester, MA; Civic/Community; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Dec 1998; During business hours: 0; After business hours: 8; Grant Making.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1990-12-21 |
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