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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| PA | RA | APPROVED | 2019-07-26 |
| TX | RA | APPROVED | 2019-07-26 |
Branch Locations
3803 West Chester Pike Suite 200, Newtown Square, PA 19073 • United States
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Merrill Lynch, Pierce, Fenner & Smith Incorporated | Media | PA | 03/2013 | 07/2019 |
| Bank Of America, N.A. | Media | PA | 10/2013 | 07/2019 |
| Morgan Stanley | Newtown Square | PA | 07/2019 | Present |
| Morgan Stanley Private Bank, N.A. | New York | NY | 08/2019 | Present |
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2013-06-14 |
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