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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-04-08 |
| PA | RA | APPROVED | 2015-02-19 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | West Chester | PA | 12/2014 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 02/2015 | Present |
* 418091 - 100 Women Downingtown; Investment related No; Downingtown, PA; Community Group; Founder (proprietor, partner, officer, director, employee, trustee, agent); Jan 2021; During business hours: 0; After business hours: 5; Labor/Service.
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-02-19 |
| S63 | Uniform Securities Agent State Law Examination | 2013-01-24 |
| S65 | Uniform Investment Adviser Law Examination | 1996-06-25 |
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