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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| UT | RA | APPROVED | 2015-08-03 |
Branch Locations
1441 West Ute Boulevard Suite 180, Park City, UT 84098 • United States
1 disclosure category 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 Private Bank, National Association | New York | NY | 01/2015 | Present |
| Morgan Stanley | Park City | UT | 08/2015 | Present |
*500286 - Trust; Investment related Yes; Greenville, South Carolina; Trustee/Co-Trustee; 05/2022; During business hours: 1; After business hours: 0
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2002-10-25 |
| S63 | Uniform Securities Agent State Law Examination | 2002-10-02 |
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