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1200 Harbor Boulevard, Weehawken, NJ 07086 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| CO | RA | APPROVED | 2024-06-07 |
| TX | RA | APPROVED | 2024-06-07 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Boulder | CO | 01/2015 | 06/2024 |
| Morgan Stanley Private Bank, National Association | New York | NY | 10/2015 | 06/2024 |
| Ubs Financial Services Inc. | Boulder | CO | 06/2024 | Present |
| Morgan Stanley Private Bank, N.A | New York | NY | 10/2015 | Present |
1) Monarch PK-8 School PTO, LouisvilleColorado United States-80027, Charity, Education, Co-Treasurer of Monarch PK-8 Elementary School PTO (assisting with fundraising efforts to assist with important school initiatives that may not be adequately funded), Member of Board of directors, start date-9/30/2024
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2015-06-10 |
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