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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 | 2020-03-11 |
| CT | RA | APPROVED | 2016-06-10 |
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 | 06/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | Present |
yes, see compliance has approved: Board Member: Irish National Theatre, Vice Chairman -NYC St Patrick's Day Parade Foundation, National University of Ireland Galway Foundation, Northwell Health Leadership, 69th Regimental Trust Advisor Board. No income is received.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2012-02-28 |
| S63 | Uniform Securities Agent State Law Examination | 1994-03-07 |
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