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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2011-01-28 |
| TX | RA | APPROVED | 2009-06-01 |
Branch Locations
100 Front Street Suite 600, West Conshohocken, PA 19428 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Conshohocken | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
3. INVESTMENT REAL ESTATE- POLO TRACE. PLYMOUTH MEETING, PA- OWNED WITH FAMILY- GET RENT CHECK AND HAVE MAINTENANCE PERSON AND REAL ESTATE AGENT TAKE CARE OF THE REST. 0.25 HOURS AFTER BUSINESS; 0 DURING BUSINESS. 01/2012** 6. INVESTMENT REAL ESTATE- POPPYSEED. DEPOSIT CHECK AND PAY BILL- OWNED WITH FAMILY- PLYMOUTH MEETING, PA- 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS- 08/2012 *203126- Rental Property; Investment related-Yes; Boca Raton, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2014; During business hours: 0; After business hours: 1; Property Management 8. BUSINESS / COMPANY;SOLE PROPRIETOR / OWNER / PARTNER;DELRAY BEACH FLROIDA; AS OF 06/2015;DURING BUSINESS HOURS 0;AFTER BUSINESS HOURS .5. 14. *419718 - Max Lapin (Step Brother); Investment related - No; Tampa, Florida; Hospital/Healthcare; Lender- Making a loan (proprietor, partner, officer, director, employee, trustee, agent); 12/2020; During business hours: 0; After business hours: 0; *545566- Rutstein Family LLC; Investment related: Yes; Delray Beach, Florida; Investment/Finance/Banking; Partner (proprietor, partner, officer, director, employee, trustee, agent); 06/2011; During business hours: 0; After business hours: 0; None *629756- Rental Property; Investment related: Yes; Boca Raton, Florida; Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 01/2025; During business hours: 0; After business hours: 1; Property Management *100916- Rental Property; Investment related: Yes; Delray Beach, Florida; Rental Property, Real Estate; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2025; During business hours: 0; After business hours: 1; Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-01 |
| S63 | Uniform Securities Agent State Law Examination | 1990-12-12 |
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