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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2021-05-10 |
| ID | RA | APPROVED | 2019-02-25 |
Branch Locations
101 South Capitol Boulevard Suite 401, Boise, ID 83702 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boise | ID | 01/2019 | 04/2019 |
| Bny Mellon | San Francisco | CA | 10/2015 | 12/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 04/2019 | Present |
| Morgan Stanley | Boise | ID | 04/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2019-03-04 |
| S63 | Uniform Securities Agent State Law Examination | 1993-09-27 |
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