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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_RES | 2020-02-20 |
| CT | RA | APPROVED | 2016-06-03 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Garden City | NY | 05/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 05/2016 | Present |
1. Rental Property; Investment related; Hamilton Parish, Bermuda; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Dec 2017; During business hours: 0; After business hours: 0 *432785- Tomorrow's Hope Foundation; Investment related: No; Uniondale, New York; Education; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 05/2021; During business hours: 1; After business hours: 1; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-06-03 |
| S63 | Uniform Securities Agent State Law Examination | 2004-04-05 |
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