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85 Broad Street 22Nd Floor, New York, NY 10004 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MA | RA | APPROVED | 2018-06-06 |
Branch Locations
255 State Street 5Th Floor, Boston, MA 02109 • United States
2 disclosure categories 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 | New York | NY | 05/2011 | 04/2018 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 04/2018 |
| Morgan Stanley Private, National Associate | New York | NY | 03/2017 | 04/2018 |
| Oppenheimer & Co. Inc | Boston | MA | 04/2018 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2011-08-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-09 |
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