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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 | 2016-06-14 |
Branch Locations
No disclosure categories reported as “Yes” on this SEC record.
| Organization | City | State | From | To |
|---|---|---|---|---|
| Morgan Stanley | Utica | NY | 02/2016 | Present |
| Morgan Stanley Private Bank , N.A. | New York | NY | 11/2016 | Present |
1.RENTAL PRORERTY,OWNER;INVESTMENT RELATED;START DATE:10/2016;DURING BUSINESS HOURS-0,AFTER BUSINES HOURS-1;UTICA NY 3.Rental Property; Investment related - Yes; New Hartford, New York; Rental; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 11/2017; During business hours: 0; After business hours: 4. 4.Real Estate; Investment related - Yes; New York; Business / Company; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); 01/2018; During business hours: 0; After business hours: 1 5. Wolfe Property Management, LLC; Investment related; New York; Real Estate; Sole Proprietor / Owner / Partner (proprietor, partner, officer, director, employee, trustee, agent); Jan 2018; During business hours: 0; After business hours: 1
| Code | Exam | Date |
|---|---|---|
| S66 | Uniform Combined State Law Examination | 2016-06-13 |
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