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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| MD | RA | APPROVED | 2024-09-13 |
| NY | RA | APPROVED | 2024-09-13 |
| TX | RA | APPROVED | 2024-09-13 |
Branch Locations
7272 Wisconsin Avenue 23Rd Floor, Bethesda, MD 20814 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bethesda | MD | 06/2009 | 09/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | 09/2024 |
| Ubs Financial Services Inc | Bethesda | MD | 09/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2015 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1996-01-04 |
| S63 | Uniform Securities Agent State Law Examination | 1995-12-21 |
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