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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-07-05 |
| NJ | RA | APPROVED | 2010-06-02 |
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 | Northfield | NJ | 05/2010 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*377632 - Egg Harbor Township School System; Investment related No; NJ; Education; Employee (proprietor, partner, officer, director, employee, trustee, agent); Aug 2019; During business hours: 1; After business hours: 1; description of duties
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2005-08-26 |
| S65 | Uniform Investment Adviser Law Examination | 1993-04-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-02-17 |
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