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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2021-03-29 |
| TX | RA | APPROVED_RES | 2020-04-08 |
| NJ | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Northfield | NJ | 04/2007 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1. STONE HARBOR, NJ; RENTAL PROPERTY; SHORE HOME AND RENTS ON A WEEKLY; 1 HOUR AFTER BUSINESS; 0 DURING BUSINESS; 12/2012** 2. JKN LLC, OWNER; RENTAL PROPERTY; START DATE: 05/2014; DURING BUSINESS HOURS- 0, AFTER BUSINESS HOURS-; INVESTMENT RELATED; STONE HARBOR, NJ *597086 - 328 associates LLC; Investment Related - Yes; Baltimore, Maryland; Rental Property; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 06/2009; During Business Hours: 0; After Business Hours: 0; Other.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1991-10-09 |
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