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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2026-08-24 |
| NY | RA | APPROVED | 2021-06-22 |
Branch Locations
Two Jericho Plaza, Jericho, NY 11753 • United States
Cove Neck, NY • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Ubs Financial Services Inc | Jericho | NY | 07/2015 | 02/2017 |
| Morgan Stanley | Jericho | NY | 02/2017 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 03/2017 | Present |
*393840 - Estate; Investment related -Yes; Executor/Co-Executor (proprietor, partner, officer, director, employee, trustee, agent); Feb 2020 ; During business hours: 5; Estate Administration *394140 - Trust; Investment related -Yes; Trustee/Co-Trustee (proprietor, partner, officer, director, employee, trustee, agent); May 2020; During business hours:20; After business hours: 0.
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 1995-05-30 |
| S65 | Uniform Investment Adviser Law Examination | 1995-05-30 |
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