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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 |
| NJ | RA | APPROVED | 2014-06-12 |
Branch Locations
340 Mount Kemble Avenue, Morristown, NJ 07960 • United States
2000 Westchester Ave (Home Office), Purchase, NY 10577 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Purchase | NY | 06/2009 | Present |
*538453-Managed Money Institute; Investment related No; Washington, District of Columbia; Investment/Finance/Banking; Serve on MMI Instiutional Steering Commitee (proprietor, partner, officer, director, employee, trustee, agent); 01/2023 ; During business hours:0; After business hours: 3; Administrative *575338- DiscoFly LLC; Investment related: Yes; Bernardsville, New Jersey; LLC was formed to purchase and own a personal recreational aircraft not used for business; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 11/2023; During business hours: 0; After business hours: 10; Recreational flying
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2014-05-01 |
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