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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-02 |
| PA | RA | APPROVED | 2013-08-07 |
Branch Locations
2100 Georgetown Drive Suite 500, Sewickley, PA 15143 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wexford | PA | 03/2009 | Present |
| Morgan Stanley Smith Barney | Wexford | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*663211- UPMC East Hospital; Investment related: No; Monroeville, Pennsylvania; Hospital/Healthcare; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 11/2025; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-26 |
| S63 | Uniform Securities Agent State Law Examination | 1993-08-26 |
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