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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-03 |
| OR | RA | APPROVED | 2009-06-01 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Medford | OR | 06/2009 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 01/2015 | Present |
*652250- Stoked Worldwide LLC; Investment related: No; Medford, Oregon; Sunscreen products; Board Member, 25% interest in LLC (proprietor, partner, officer, director, employee, trustee, agent); 07/2025; During business hours: 0; After business hours: 1; Business Development/Growth *681724 - Stoked Worldwide LLC; Investment Related - Yes; Medford, Oregon; Sunscreen Products; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 07/2025; During Business Hours: 0; After Business Hours: 1; 25% Passive ownerhsip interest
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1995-09-08 |
| S63 | Uniform Securities Agent State Law Examination | 1995-09-06 |
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