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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| TX | RA | APPROVED | 2021-04-29 |
| MT | RA | APPROVED | 2021-04-16 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Bozeman | MT | 01/2019 | Present |
| Wellness Worx | Bozeman | MT | 08/2018 | 01/2019 |
| Elevate Health | Bozeman | MT | 03/2016 | 03/2018 |
| Health Works Institute | Bozeman | MT | 02/2017 | 08/2018 |
| Morgan Stanley Private Bank, N.A | New York | NY | 01/2023 | Present |
1. *406363 - Executor; Investment related -Yes; Ennis, Montana; Executor; 07/2020; During business hours: 0; After business hours: 0;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-04-14 |
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