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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 |
| RI | RA | APPROVED | 2014-04-09 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • 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 |
BLAZEFUND CROWD FUNDING; 10/2012 *392726 - Brandeis University; Investment related No; Waltham, Massachusetts; Education; Adjunct Professor (proprietor, partner, officer, director, employee, trustee, agent); Aug 2020; During business hours: 0; After business hours: 10; guest lecturer; teach a semester course
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1994-11-07 |
| S63 | Uniform Securities Agent State Law Examination | 1994-10-31 |
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