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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2021-06-16 |
| TX | RA | APPROVED_RES | 2020-04-23 |
| NJ | RA | APPROVED | 2012-12-17 |
Branch Locations
130 East Seneca Street Suite 500, Ithaca, NY 14850 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Ithaca | NY | 12/2012 | Present |
| Morgan Stanley Private Bank, National Association | New York | NY | 01/2015 | Present |
*465515- Discovery Trail; Investment related No; Ithaca, New York; Non-Profit; Investment Committee (proprietor, partner, officer, director, employee, trustee, agent); 12/2021; During business hours: 0.5; After business hours: 0; Investment Decisions/Advice
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2010-09-03 |
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