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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2016-12-15 |
| CT | RA | APPROVED | 2016-09-28 |
Branch Locations
28 State Street 26Th Floor, Boston, MA 02109 • United States
1 disclosure category reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boston | MA | 01/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 10/2016 | Present |
*539042- Estate; Investment related-Yes; Boynton Beach, Florida; 01/2023; During business hours: 1; After business hours: 2
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-08-19 |
| S63 | Uniform Securities Agent State Law Examination | 1995-03-15 |
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