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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| FL | RA | APPROVED | 2022-05-13 |
| CA | RA | APPROVED | 2020-03-19 |
| TX | RA | APPROVED | 2015-09-02 |
| CT | RA | APPROVED | 2015-03-30 |
Branch Locations
450 Royal Palm Way 5Th Floor, Palm Beach, FL 33480 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Palm Beach | FL | 12/2014 | Present |
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2015-03-30 |
| S63 | Uniform Securities Agent State Law Examination | 2011-07-18 |
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