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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2024-12-01 |
| NY | RA | APPROVED | 2021-06-16 |
| CT | RA | APPROVED | 2017-04-03 |
Branch Locations
1585 Broadway 21St Floor, New York, NY 10036 • United States
55 East 52Nd Street 10Th Floor, New York, NY 10055 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | New York | NY | 05/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 07/2016 | Present |
1. Nassau County Police Activity League; Not investment related; Hicksville, NY; Karate Instructor; Employee; During Business Hours: 0; After business hours: 4 2. *381068 - Individual Service; Investment related - No; Assisting Nassau County residents in filling their yearly Nassau County Home Assessments; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2020; During business hours: 0; After business hours: 2.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-29 |
| S63 | Uniform Securities Agent State Law Examination | 1999-05-28 |
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