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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CT | RA | APPROVED | 2011-01-14 |
| TX | RA | APPROVED | 2011-01-14 |
Branch Locations
500 Post Road East 3Rd Floor, Westport, CT 06880 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Westport | CT | 07/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 07/2017 | Present |
*673521- SELF; Investment related: No; STRATFORD, Connecticut; Art/Culture; none (proprietor, partner, officer, director, employee, trustee, agent); 01/2026; During business hours: 0; After business hours: 2; SELLING HANDMADE GOODS/CRAFTS
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2008-01-10 |
| S63 | Uniform Securities Agent State Law Examination | 2005-11-23 |
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