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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2015-01-20 |
| GA | RA | APPROVED | 2009-06-01 |
| OK | RA | APPROVED | 2009-06-01 |
Branch Locations
St. Simons, GA • United States
3280 Peachtree Road Northeast Suite 1900, Atlanta, GA 30305 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Atlanta | GA | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*658820- Grantd; Investment related: No; Denver, Colorado; Technology; User of software to give feedback (proprietor, partner, officer, director, employee, trustee, agent); 10/2025; During business hours: 0; After business hours: 1; Business Development/Growth
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-02-12 |
| S63 | Uniform Securities Agent State Law Examination | 1995-08-11 |
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