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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-02-20 |
| PA | RA | APPROVED | 2015-06-24 |
Branch Locations
101 Larry Holmes Drive Suite 301, Easton, PA 18042 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley Private Bank, N.A. | New York | NY | 09/2015 | Present |
| Morgan Stanley | Easton | PA | 08/2015 | Present |
1. Wilson Area School District; Basketball Coach; 06/2015; Coach high school girls basketball team; Northampton County, Pennsylvania; During business hours 0; After business hours 3 2. *444409 - Trust; Investment related: Yes; Easton, Pennsylvania; Trust; Trustee; 06/2021; During business hours: 0; After business hours: 1; 3.*486123- Trust; Investment related -Yes; Easton, Pennsylvania; Trustee/Co-Trustee; 02/2022; During business hours: 0; After business hours: 1; *653930 - DeSales University; Investment Related - No; Center Valley, Pennsylvania; Government; Employee: Women's Assistant Basketball Coach (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); 08/2025; During Business Hours: 0; After Business Hours: 25; Athletic coach
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-24 |
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