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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| LA | RA | APPROVED | 2017-05-24 |
| TX | RA | APPROVED | 2017-05-24 |
Branch Locations
400 Convention Street Suite 400, Baton Rouge, LA 70802 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| J.P.MOrgan Securities Inc | Baton Rouge | LA | 02/2009 | 11/2016 |
| Jpmorgan Chase Bank | Baton Rouge | LA | 08/2003 | 11/2016 |
| Morgan Stanley | Baton Rouge | LA | 11/2016 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 12/2016 | Present |
1. *309142 - St. George Catholic Church; Investment related No; Baton Rouge, Louisiana; Religious; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 08/2011 ; During business hours: 0; After business hours: 5; Administrative, annual budget. 2.*454429-Capital Area United Way - Women United; Investment related -No; Baton Rouge, Louisiana; Charitable, Non-Profit; Board Member (proprietor, partner, officer, director, employee, trustee, agent); 05/201; During business hours: 1; After business hours: 0;Fundraising, Labor/Service *608532 - St. Joseph's Academy; Investment related: No; Baton Rouge, Louisiana; Education; Board Member(proprietor, partner, officer, director, employee, trustee, agent); 9/2024; During business hours: 0; After business hours: 1.5; Advisory Role for budgeting income and expenses
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2017-05-24 |
| S63 | Uniform Securities Agent State Law Examination | 2009-05-29 |
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