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One North Jefferson Avenue Mail Code: H0004-05E, St. Louis, MO 63103-2205 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2023-04-06 |
| TX | RA | APPROVED_RES | 2023-04-05 |
Branch Locations
301 Grant St Ste 3600 One Oxford Centre, Pittsburgh, PA 15219 • United States
2 disclosure categories reported Yes on this SEC record. Read each Yes below, then review the firm’s Form ADV Item 11 guide for how disclosure questions work.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Pittsburgh | PA | 05/2016 | 09/2016 |
| Morgan Stanley Private Bank, National Association | New York | NY | 09/2016 | 04/2023 |
| Wells Fargo Clearing Services, Llc | Pittsburgh | PA | 04/2023 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 09/2016 | Present |
| Code | Exam | Date |
|---|---|---|
| S63 | Uniform Securities Agent State Law Examination | 2016-06-21 |
| S65 | Uniform Investment Adviser Law Examination | 1996-08-26 |
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