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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-05-12 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02110 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
. *541219 - U.S. Soccer Federation; Investment related: No; Chicago, Illinois; Recreation; Contractor (proprietor, partner, officer, director, employee, trustee, agent); 02/2023; During business hours: 0; After business hours: 8; soccer referee *615459 - Daniel & Heather Daglio, lenders; Investment related: Yes; Boston, Massachusetts; Lending; Owner of Mortgage(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0.25; After business hours: 0; collections of monthly mortgage payments
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-09-16 |
| S63 | Uniform Securities Agent State Law Examination | 1994-09-02 |
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