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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 | 2020-02-20 |
| CT | RA | APPROVED | 2016-08-26 |
Branch Locations
1200 Franklin Avenue 2Nd Floor, Garden City, NY 11530 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Jericho | NY | 06/2016 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2016 | Present |
*398443 - World Ethos LLC; Investment Related - Yes; Spring Valley, NY; Real estate; Partner (Proprietor, Partner, Officer, Director, Employee, Trustee, Agent); Apr 2020; During Business Hours: 0; After Business Hours: 5; Business Development/Growth *542478 - Blackwood Enterprise LLC; Investment related Yes; Wantagh, New York; Rental Property; Sole Proprietor/Owner (proprietor, partner, officer, director, employee, trustee, agent); 02/2023 ; During business hours: 0; After business hours: 1; Property Management.
| Code | Exam | Date |
|---|---|---|
| S65 | Uniform Investment Adviser Law Examination | 2016-08-26 |
| S63 | Uniform Securities Agent State Law Examination | 2013-05-01 |
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