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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2024-03-19 |
| TX | RA | APPROVED | 2024-03-15 |
Branch Locations
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westborough | MA | 07/2013 | 03/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 03/2024 |
| Wells Fargo Clearing Services, Llc | Worcester | MA | 03/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
MULTI UNIT RENTAL PROPERTY, INVT RELATED, ST. AUGUSTINE, FL, 100% OWNERSHIP, START DATE 4/11/2024, 0 HRS PER MONTH AND DURING TRADING, OWNER OF 8 UNIT RESIDENTIAL PROPERTY.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1998-07-15 |
| S63 | Uniform Securities Agent State Law Examination | 1992-02-21 |
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