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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-15 |
| PA | RA | APPROVED | 2011-02-09 |
| CA | RA | APPROVED | 2009-06-01 |
Branch Locations
2600 Old Washington Road, Upper St. Clair, PA 15241 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley & Co., Incorporated | Pittsburg | PA | 04/2007 | Present |
| Morgan Stanley Smith Barney | St. Clair | PA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
1)OUTSIDE BUSINESS:PITTSBURGH STOCK AND BOND CLUB. 2)THREE RIVERS LABOR MANAGEMENT COMMITTEE PITTSBURGH, PA NON-PROFIT ORGANIZATION THAT FACILITATES GOODWILL BETWEEN LABOR AND MANAGEMENT IN CORPORATIONS HOLDS POSITION OF SECRETARY FOR 2001 SPENDS APPROX 1 HOUR PER WEEK ATTENDING A MEETING FOR AFFILIATION THE PITTSBURGH STOCK AND BOND ASSOCIATION BOARD MEMBER *376175 - 7 Springs Mountain Resort; Investment related No; Hospitality / Recreational; Employee (proprietor, partner, officer, director, employee, trustee, agent); Sep 2019; During business hours: 0; After business hours: 3
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1994-08-25 |
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