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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| CO | RA | APPROVED | 2009-06-01 |
Branch Locations
3033 East 1St Avenue Suite 820, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Denver | CO | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*388591 - Trust; Investment related - Yes; Trustee (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 0; After business hours: 1. *475797- Estate Administration; Investment related -Yes; Pennsburg, Pennsylvania; Estate Administration; Executor/Co-Executor (Active); 01/2022; During business hours: 2; After business hours: 8; *475805- Trust; Investment related -Yes; Plymouth, Massachusetts; Trust; Trustee/Co-Trustee; 03/2022; During business hours: 2; After business hours: 8;
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-04-25 |
| S63 | Uniform Securities Agent State Law Examination | 1992-09-03 |
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