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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2023-09-15 |
| PA | RA | APPROVED | 2021-10-29 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Pnc Bank | Pittsbrurgh | PA | 12/2006 | 01/2017 |
| Pnc Investments | Pittsburgh | PA | 05/2012 | 01/2017 |
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Sewickley | PA | 01/2017 | 10/2021 |
| Bank Of America, N.A. | Sewickley | PA | 03/2017 | 10/2021 |
| Morgan Stanley Smith Barney Llc | Upper St. Clair | PA | 10/2021 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 12/2021 | Present |
*575904- Sisters of St. Joseph; Investment related: No; Sewickley, Pennsylvania; Children/Youth, Civic/Community, Education, Hardship Assistance, Religious; Advisory Board, Board Member, Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 01/2024; During business hours: 0; After business hours: 10; Administrative
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2012-12-29 |
| S65 | Uniform Investment Adviser Law Examination | 1995-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 1993-11-10 |
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