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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-12-07 |
| TX | RA | APPROVED_RES | 2014-02-12 |
| IL | RA | APPROVED | 2009-06-01 |
Branch Locations
Fort Myers, FL • United States
111 South Pfingsten Road Suite 200, Deerfield, IL 60015 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Deerfield | IL | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*435198- Farmland - Maroa, IL; Investment related- Yes; Gurnee, Illinois; Agriculture; Sole Proprietor/Owner; Feb 2022 ; During business hours: 0 ; Check Signing/Funds Disbursements
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-12 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-31 |
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