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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| GA | RA | APPROVED | 2009-06-01 |
| TX | RA | APPROVED_RES | 2009-06-01 |
Branch Locations
124 West Jefferson Street, Madison, GA 30650 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Madison | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*486508- Trust ; Investment related -Yes; Arlington, Virginia; Executor/Co-Executor (Active), Trustee/Co-Trustee; 02/2022; During business hours: 0; After business hours: 0; *493248 - Estate; Investment related Yes; Orlando, Florida; Successor TTEE of RLT, and Executor of will; 04/2022; During business hours: 3; After business hours: 0; Estate Administration *493256 - Estate; Investment related Yes; Berkeley, California; Trustee/Co-Trustee, Successor Role; 04/2022; During business hours: 3; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-01-06 |
| S63 | Uniform Securities Agent State Law Examination | 1991-07-18 |
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