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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2023-03-20 |
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-05-21 |
Branch Locations
300 Linden Oaks Suite 200, Rochester, NY 14625 • United States
Riviera Beach, FL • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Rochester | NY | 01/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2016 | Present |
The Vanden Brul Foundation; Rochester, NY; Investment related; Treasurer; 01/2003; During business hours: 0; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2022-12-27 |
| S63 | Uniform Securities Agent State Law Examination | 1993-01-11 |
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