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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NJ | RA | APPROVED | 2014-03-24 |
| TX | RA | APPROVED | 2014-03-20 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Mount Laurel | NJ | 03/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)FOR PROFIT OR NOT FOR PROFIT: NON-PROFIT ORGANIZATION NAME OF OUTSIDE BUSINESS ORGANIZATION: LAUREL CREEK COUNTRY CLUB INVESTMENT RELATED: N ADDRESS OF BUSINESS: 701 CENTERTON ROAD, MT. LAUREL, NEW JERSEY 8054 COMPENSATION FOR ACTIVITY: N POSITION, TITLE, ASSOCIATION: ADVISORY BOARD MEMBER, START DATE OF RELATIONSHIP: 10/19/2012 NUMBER OF HOURS DEVOTED: 5 HOUR(S) MONTHLY NUMBER OF HOURS DEVOTED DURING TRADING HOURS: 0 DUTIES: PRESIDENT OF THE BOARD OF DIRECTORS ASSISTS WITH LEADING DIRECTION AT BOARD MEETINGS, FOLLOWING ROUTINE AGENDA AND PROVIDE LIMITED DISCUSSION TO GENERAL MANAGEMENT OF THE CLUB * 247104 - Greater Philadelphia YMCA - WAS the Philadelphia Freedom Valley YMCA; Investment related No; Conshohocken, PA; Charitable, Non-Profit; Board Member, Investment Committee, Advisory Board (proprietor, partner, officer, director, employee, trustee, agent); Nov 2017; During business hours: 4; After business hours: 6 * 429920 â?" Office of Attorney Ethics-Burlington County; Investment related No; Trenton, NJ; Office of Attorney Ethics-Burlington Count; Ethics committee volunteer (proprietor, partner, officer, director, employee, trustee, agent); April 2021; During business hours: 1; After business hours: 1; Administrative
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-13 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-22 |
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