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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED_RES | 2020-03-26 |
| KY | RA | APPROVED | 2009-06-01 |
Branch Locations
4969 Us Highway 42 Suite 1200, Louisville, KY 40222 • United States
1 disclosure category 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 | Louisville | KY | 06/2009 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*610840- Merich Properties LLC; Investment related: Yes; louisville, Kentucky; Real Estate:Rental Property; Investor:Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 08/2024; During business hours: 2; After business hours: 0; Investment Decisions/Advice:Property Management
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 1999-02-04 |
| S63 | Uniform Securities Agent State Law Examination | 1999-01-27 |
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