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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-08-16 |
Branch Locations
2500 Westchester Ave Stes 201 & 203, Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 01/2014 | 07/2021 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 08/2021 |
| Wells Fargo Clearing Services, Llc. | Purchase | NY | 08/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
TOP OF THE RIDGE CONDO ASSOCIATION; NOT INV RELATED; MAMARONECK, NY; BOARD MEMBER; 06/2023; 4 HOURS PER MONTH; 0 DURING TRADING; MANAGE AFFAIRS OF THE CONDO ASSOCIATION| TOP OF THE RIDGE CONDO ASSOCIATION; NOT INV RELATED; MAMARONECK, NY; MEMBER OF POOL COMITTEE; 06/01/2025; 1 HOUR PER MONTH; 0 DURING TRADING| TOP OF THE RIDGE CONDO ASSOCIATION; NOT INV RELATED; MAMARONECK, NY; CONDO MANAGEMENT; PRESIDENT; START DATE: 11/01/2025; 8 HRS PER MONTH; 0 HRS DURING TRADING; |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1997-01-31 |
| S63 | Uniform Securities Agent State Law Examination | 1993-04-26 |
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