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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED | 2015-09-02 |
| NJ | RA | APPROVED | 2014-01-24 |
Branch Locations
2000 Westchester Avenue 1Nc, Purchase, NY 10577 • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 10/2013 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*387231 - Estate Administration; Dec 2019; Executor/Co-Executor (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); During Business Hours: 0; After Business Hours: 2. *398846 - Sax Realty; Investment related - No; potomac, Maryland; Officer (proprietor, partner, officer, director, employee, trustee, agent); Mar 2020; During business hours: 0; After business hours: 1; general wind down *396745 - Trust; Investment related - Yes; Executor/Co-Executor (Active), Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent);Apr 2020; During business hours: 0; After business hours: 1.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-01-24 |
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