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2000 Westchester Avenue, Purchase, NY 10577-2530 • United States
Current Registrations
| Authority | Category | Status | Date |
|---|---|---|---|
| NY | RA | APPROVED | 2022-06-16 |
| CA | RA | APPROVED | 2021-03-24 |
| TX | RA | APPROVED_RES | 2020-05-13 |
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 | Short Hills | NJ | 05/2016 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | Short Hills | NJ | 05/2016 | 07/2017 |
| Morgan Stanley Private Bank, N.A. | Warren | NJ | 07/2017 | 09/2017 |
| Morgan Stanley | Warren | NJ | 07/2017 | 09/2017 |
| Morgan Stanley | Garden City | NY | 09/2017 | Present |
| Morgan Stanley Private Bank, N.A. | Providence | RI | 09/2017 | 02/2021 |
| Morgan Stanley Private Bank, N.A | New York | NY | 03/2021 | Present |
1.Inforce Technology; Investment related: Yes; Technology; Board Member (proprietor, partner, officer, director, employee, trustee, agent); Feb 2019; During business hours: 0; After business hours: 2;
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2021-03-23 |
| S63 | Uniform Securities Agent State Law Examination | 2016-01-25 |
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