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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2020-04-08 |
| ME | RA | APPROVED | 2018-11-21 |
Branch Locations
100 Middle Street 3Rd Floor, Portland, ME 04101 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| National Financial Services Llc | Boston | MA | 03/2015 | 10/2018 |
| Morgan Stanley | Portland | ME | 11/2018 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 05/2019 | Present |
679987- York Public Library; Investment related: No; York, Maine; Civic/Community:Art/Culture; Board Member:Finance Committee (proprietor, partner, officer, director, employee, trustee, agent); 03-2026; During business hours: 0; After business hours: 2; Check Signing/Funds Disbursements:Accounting/Bookkeeping
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2018-12-21 |
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