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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2016-10-27 |
| MN | RA | APPROVED | 2014-02-06 |
Branch Locations
445 East Lake Street Suite 320, Wayzata, MN 55391 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Wayzata | MN | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
* 429594 â?" Will Work For Recovery; Investment related No; Minneapolis, MN; Civic/Religious/Community; Board Member, (proprietor, partner, officer, director, employee, trustee, agent); March 2021; During business hours: 0; After business hours: 4; Fundraising. *452349 - Rental property; Investment related - Yes; Brooklyn Center, Minnesota; Real Estate; Owner (proprietor, partner, officer, director, employee, trustee, agent);08/2021; During business hours: 0; After business hours: 1; landlord responsibilities *396273- Mens 12 step meeting; Investment Related: No; St. Louis Park, Minnesota; AA group meeting; Finance Committee, Board Member (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 04/2020; During Business Hours: 1; After Business Hours: 0; Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2003-02-24 |
| S63 | Uniform Securities Agent State Law Examination | 1995-05-15 |
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