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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2023-09-13 |
| WV | RA | APPROVED | 2019-05-03 |
Branch Locations
500 Lee Street East Laidley Tower Suite 300, Charleston, WV 25339 • United States
2 disclosure categories 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 | Charleston | WV | 01/2019 | Present |
| Unified Trust Company | Lexington | KY | 08/2016 | 10/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-04-26 |
| S65 | Uniform Investment Adviser Law Examination | 2006-08-30 |
| S63 | Uniform Securities Agent State Law Examination | 2003-01-06 |
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