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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-02-19 |
| CO | RA | APPROVED | 2018-12-06 |
Branch Locations
3033 East 1St Avenue Suite 820, Denver, CO 80206 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Public Trust Advisors | Denver | CO | 06/2013 | 03/2018 |
| Unemployed | Parker | CO | 03/2018 | 10/2018 |
| Morgan Stanley | Denver | CO | 10/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 11/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-06-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-13 |
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